WWP
ONL

WR Wealth Planners’s Orion Office REIT ONL Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-29
Closed -$102 – 1197
2024
Q1 		$102 Buy
+29
New +$130 ﹤0.01% 1146
2023
Q4 		– Sell
-60
Closed -$312 – 635
2023
Q3 		$312 Buy
60
+1
+2% +$6 ﹤0.01% 874
2023
Q2 		$393 Hold
59
– – ﹤0.01% 857
2023
Q1 		$395 Hold
59
– – ﹤0.01% 868
2022
Q4 		$502 Buy
59
+1
+2% +$9 ﹤0.01% 447
2022
Q3 		$511 Hold
58
– – ﹤0.01% 441
2022
Q2 		$638 Buy
58
+32
+123% +$413 ﹤0.01% 469
2022
Q1 		$364 Buy
+26
New +$438 ﹤0.01% 486

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

WR Wealth Planners's ONL Position: Q2 2024 in Review

WR Wealth Planners sold out of Orion Office REIT (ONL) in Q2 2024, closing a stake of 29 shares — an estimated $102 sold.

WR Wealth Planners first reported a position in ONL in Q1 2022 and held it in 8 quarters. The position peaked at $638 in Q2 2022. 243 funds tracked by Wall St. Rank hold ONL as of Q2 2024.

  • WR Wealth Planners reported no remaining Orion Office REIT position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 29 Orion Office REIT shares in Q2 2024, an estimated $102.
  • WR Wealth Planners first reported a position in Orion Office REIT in Q1 2022 and held it in 8 quarters.
  • WR Wealth Planners's Orion Office REIT position peaked at $638 in Q2 2022.
  • 243 funds tracked by Wall St. Rank held Orion Office REIT as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.