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Triad Wealth Partners’s Orion Office REIT ONL Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-21
Closed -$75 – 630
2024
Q2 		$75 Buy
+21
New +$72 ﹤0.01% 964

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Triad Wealth Partners's ONL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Orion Office REIT (ONL) in Q3 2024, closing a stake of 21 shares — an estimated $75 sold.

Triad Wealth Partners first reported a position in ONL in Q2 2024 and held it in 1 quarter. The position peaked at $75 in Q2 2024. 245 funds tracked by Wall St. Rank hold ONL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Orion Office REIT position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 21 Orion Office REIT shares in Q3 2024, an estimated $75.
  • Triad Wealth Partners first reported a position in Orion Office REIT in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Orion Office REIT position peaked at $75 in Q2 2024.
  • 245 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.