SW
ONL

Simplicity Wealth’s Orion Office REIT ONL Stock Holding History

Simplicity Wealth’s Portfolio ONL Stock Details ONL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,773
Closed -$69.4K – 1288
2024
Q1 		$69.4K Buy
+19,773
New +$88.7K ﹤0.01% 1128

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's ONL Position: Q2 2024 in Review

Simplicity Wealth sold out of Orion Office REIT (ONL) in Q2 2024, closing a stake of 19,773 shares — an estimated $69.4K sold.

Simplicity Wealth first reported a position in ONL in Q1 2024 and held it in 1 quarter. The position peaked at $69.4K in Q1 2024. 243 funds tracked by Wall St. Rank hold ONL as of Q2 2024.

  • Simplicity Wealth reported no remaining Orion Office REIT position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 19,773 Orion Office REIT shares in Q2 2024, an estimated $69.4K.
  • Simplicity Wealth first reported a position in Orion Office REIT in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Orion Office REIT position peaked at $69.4K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.