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SOA Wealth Advisors’s Orion Office REIT ONL Stock Holding History

SOA Wealth Advisors’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
-25
Closed -$88 – 898
2024
Q1 		$88 Hold
25
– – ﹤0.01% 877
2023
Q4 		$143 Hold
25
– – ﹤0.01% 860
2023
Q3 		$130 Hold
25
– – ﹤0.01% 894
2023
Q2 		$165 Hold
25
– – ﹤0.01% 887
2023
Q1 		$168 Hold
25
– – ﹤0.01% 913
2022
Q4 		$214 Hold
25
– – ﹤0.01% 897
2022
Q3 		$0 Hold
25
– – ﹤0.01% 940
2022
Q2 		$0 Hold
25
– – ﹤0.01% 966
2022
Q1 		$0 Buy
+25
New +$421 ﹤0.01% 975

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 $3.8B AUM 23.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SOA Wealth Advisors's ONL Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Orion Office REIT (ONL) in Q2 2024, closing a stake of 25 shares — an estimated $88 sold.

SOA Wealth Advisors first reported a position in ONL in Q1 2022 and held it in 9 quarters. The position peaked at $214 in Q4 2022. 244 funds tracked by Wall St. Rank hold ONL as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Orion Office REIT position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 25 Orion Office REIT shares in Q2 2024, an estimated $88.
  • SOA Wealth Advisors first reported a position in Orion Office REIT in Q1 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's Orion Office REIT position peaked at $214 in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.