Advisornet Financial’s Orion OEC Stock Holding History

Advisornet Financial’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,500	Closed	-$44.5K	–	2176
2024 Q3	$44.5K	Sell	2,500 -1,300	-34%	-$25K	﹤0.01%	935
2024 Q2	$83.4K	Buy	3,800 +3,500	+1,167%	+$84.3K	0.01%	681
2024 Q1	$7.06K	Hold	300	–	–	﹤0.01%	1372
2023 Q4	$8.32K	Hold	300	–	–	﹤0.01%	1357
2023 Q3	$6.38K	Hold	300	–	–	﹤0.01%	1354
2023 Q2	$6.37K	Hold	300	–	–	﹤0.01%	1445
2023 Q1	$7.83K	Hold	300	–	–	﹤0.01%	1373
2022 Q4	$5.34K	Hold	300	–	–	﹤0.01%	1452
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	1562
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	1512
2022 Q1	$5K	Hold	300	–	–	﹤0.01%	1624
2021 Q4	$6K	Hold	300	–	–	﹤0.01%	1615
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	1628
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	1537
2021 Q1	$6K	Hold	300	–	–	﹤0.01%	1482
2020 Q4	$5K	Buy	+300	New	+$4.58K	﹤0.01%	1450

Other funds holding OEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisornet Financial's OEC Position: Q4 2024 in Review

Advisornet Financial sold out of Orion (OEC) in Q4 2024, closing a stake of 2,500 shares — an estimated $44.5K sold.

Advisornet Financial first reported a position in OEC in Q4 2020 and held it in 16 quarters. The position peaked at $83.4K in Q2 2024. 185 funds tracked by Wall St. Rank hold OEC as of Q4 2024.

Advisornet Financial reported no remaining Orion position as of Q4 2024 after selling out during the quarter.
Advisornet Financial sold 2,500 Orion shares in Q4 2024, an estimated $44.5K.
Advisornet Financial first reported a position in Orion in Q4 2020 and held it in 16 quarters.
Advisornet Financial's Orion position peaked at $83.4K in Q2 2024.
185 funds tracked by Wall St. Rank held Orion as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.