WP
ONL

WealthPLAN Partners’s Orion Office REIT ONL Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-474
Closed -$3.13K – 873
2023
Q2 		$3.13K Sell
474
-184
-28% -$1.15K ﹤0.01% 994
2023
Q1 		$4.41K Buy
+658
New +$5.35K ﹤0.01% 1022
2022
Q1 		– Sell
-20,914
Closed -$348K – 397
2021
Q4 		$348K Buy
+20,914
New +$413K 0.02% 301

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 $3.37T AUM 44.26% 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 Partners's ONL Position: Q3 2023 in Review

WealthPLAN Partners sold out of Orion Office REIT (ONL) in Q3 2023, closing a stake of 474 shares — an estimated $3.13K sold.

WealthPLAN Partners first reported a position in ONL in Q4 2021 and held it in 3 quarters. The position peaked at $348K in Q4 2021. 268 funds tracked by Wall St. Rank hold ONL as of Q3 2023.

  • WealthPLAN Partners reported no remaining Orion Office REIT position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 474 Orion Office REIT shares in Q3 2023, an estimated $3.13K.
  • WealthPLAN Partners first reported a position in Orion Office REIT in Q4 2021 and held it in 3 quarters.
  • WealthPLAN Partners's Orion Office REIT position peaked at $348K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.