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Acorn Wealth Advisors’s Old Republic International ORI Stock Holding History

Acorn Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$20K – 333
2018
Q2 		$20K Hold
1,000
– – 0.02% 391
2018
Q1 		$21K Hold
1,000
– – 0.02% 382
2017
Q4 		$21K Buy
+1,000
New +$20.4K 0.02% 372

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Acorn Wealth Advisors's ORI Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Old Republic International (ORI) in Q3 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in ORI in Q4 2017 and held it in 3 quarters. The position peaked at $21K in Q1 2018. 412 funds tracked by Wall St. Rank hold ORI as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Old Republic International position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,000 Old Republic International shares in Q3 2018, an estimated $20K.
  • Acorn Wealth Advisors first reported a position in Old Republic International in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Old Republic International position peaked at $21K in Q1 2018.
  • 412 funds tracked by Wall St. Rank held Old Republic International as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.