WAG
ONL

Wiser Advisor Group’s Orion Office REIT ONL Stock Holding History

Wiser Advisor Group’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
-7
Closed -$23 – 277
2024
Q2 		$23 Buy
7
+1
+17% +$3 ﹤0.01% 302
2024
Q1 		$22 Hold
6
– – ﹤0.01% 304
2023
Q4 		$36 Buy
+6
New +$31 ﹤0.01% 301

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
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 $3.37T AUM 44.26% 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

Wiser Advisor Group's ONL Position: Q3 2024 in Review

Wiser Advisor Group sold out of Orion Office REIT (ONL) in Q3 2024, closing a stake of 7 shares — an estimated $23 sold.

Wiser Advisor Group first reported a position in ONL in Q4 2023 and held it in 3 quarters. The position peaked at $36 in Q4 2023. 244 funds tracked by Wall St. Rank hold ONL as of Q3 2024.

  • Wiser Advisor Group reported no remaining Orion Office REIT position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 7 Orion Office REIT shares in Q3 2024, an estimated $23.
  • Wiser Advisor Group first reported a position in Orion Office REIT in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Orion Office REIT position peaked at $36 in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Orion Office REIT as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.