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

TCI 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
2023 Q2	–	Sell	-511	Closed	-$3.42K	–	1584
2023 Q1	$3.42K	Buy	+511	New	+$4.15K	﹤0.01%	1777
2022 Q4	–	Sell	-342	Closed	-$3K	–	2608
2022 Q3	$3K	Buy	342 +253	+284%	+$2.6K	﹤0.01%	1810
2022 Q2	$1K	Sell	89 -34	-28%	-$439	﹤0.01%	2178
2022 Q1	$2K	Sell	123 -6	-5%	-$101	﹤0.01%	2010
2021 Q4	$2K	Buy	+129	New	+$2.55K	﹤0.01%	2103

Other funds holding ONL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

TCI Wealth Advisors's ONL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Orion Office REIT (ONL) in Q2 2023, closing a stake of 511 shares — an estimated $3.42K sold.

TCI Wealth Advisors first reported a position in ONL in Q4 2021 and held it in 5 quarters. The position peaked at $3.42K in Q1 2023. 268 funds tracked by Wall St. Rank hold ONL as of Q2 2023.

TCI Wealth Advisors reported no remaining Orion Office REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 511 Orion Office REIT shares in Q2 2023, an estimated $3.42K.
TCI Wealth Advisors first reported a position in Orion Office REIT in Q4 2021 and held it in 5 quarters.
TCI Wealth Advisors's Orion Office REIT position peaked at $3.42K in Q1 2023.
268 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.