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ALPS Advisors’s Origin Bancorp OBK Stock Holding History

ALPS Advisors’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,784
Closed -$286K – 1100
2022
Q4 		$286K Buy
7,784
+64
+0.8% +$2.54K ﹤0.01% 915
2022
Q3 		$297K Sell
7,720
-164
-2% -$6.8K ﹤0.01% 800
2022
Q2 		$306K Sell
7,884
-81
-1% -$3.19K ﹤0.01% 789
2022
Q1 		$337K Buy
+7,965
New +$349K ﹤0.01% 706

Other funds holding OBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

ALPS Advisors's OBK Position: Q1 2023 in Review

ALPS Advisors sold out of Origin Bancorp (OBK) in Q1 2023, closing a stake of 7,784 shares — an estimated $286K sold.

ALPS Advisors first reported a position in OBK in Q1 2022 and held it in 4 quarters. The position peaked at $337K in Q1 2022. 115 funds tracked by Wall St. Rank hold OBK as of Q1 2023.

  • ALPS Advisors reported no remaining Origin Bancorp position as of Q1 2023 after selling out during the quarter.
  • ALPS Advisors sold 7,784 Origin Bancorp shares in Q1 2023, an estimated $286K.
  • ALPS Advisors first reported a position in Origin Bancorp in Q1 2022 and held it in 4 quarters.
  • ALPS Advisors's Origin Bancorp position peaked at $337K in Q1 2022.
  • 115 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2023.

Based on ALPS Advisors's 13F filing for Q1 2023, filed 10 May 2023.