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Ahrens Investment Partners’s Orion OEC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$1.83K Buy
+70
New +$1.58K ﹤0.01% 896
2022
Q3 		– Sell
-24,495
Closed -$380K – 668
2022
Q2 		$380K Buy
+24,495
New +$410K 0.17% 103

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ahrens Investment Partners's OEC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Orion (OEC) in Q1 2023: 70 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in OEC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in OEC in Q2 2022 and has held it in 2 quarters since. The position peaked at $380K in Q2 2022. 195 funds tracked by Wall St. Rank hold OEC as of Q1 2023.

  • Ahrens Investment Partners held 70 shares of Orion worth $1.83K as of Q1 2023.
  • Orion was a new Ahrens Investment Partners position in Q1 2023.
  • Orion made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #896 holding.
  • Ahrens Investment Partners first reported a position in Orion in Q2 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Orion position peaked at $380K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held Orion as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.