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WealthPlan Investment Management’s Orion Office REIT ONL Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-5
Closed -$30 – 285
2023
Q2 		$30 Sell
5
-9
-64% -$56 ﹤0.01% 370
2023
Q1 		$95 Buy
+14
New +$114 ﹤0.01% 438

Other funds holding ONL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

WealthPlan Investment Management's ONL Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Orion Office REIT (ONL) in Q3 2023, closing a stake of 5 shares — an estimated $30 sold.

WealthPlan Investment Management first reported a position in ONL in Q1 2023 and held it in 2 quarters. The position peaked at $95 in Q1 2023. 268 funds tracked by Wall St. Rank hold ONL as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Orion Office REIT position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5 Orion Office REIT shares in Q3 2023, an estimated $30.
  • WealthPlan Investment Management first reported a position in Orion Office REIT in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Orion Office REIT position peaked at $95 in Q1 2023.
  • 268 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.