Apexium Financial’s Orion Digital Corp ORIO Stock Holding History

Apexium Financial’s Portfolio ORIO Stock Details ORIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,793	Closed	-$9.81K	–	218
2023 Q2	$9.81K	Hold	4,793	–	–	﹤0.01%	221
2023 Q1	$9.45K	Hold	4,793	–	–	﹤0.01%	211
2022 Q4	$7.61K	Hold	4,793	–	–	﹤0.01%	205
2022 Q3	$13K	Buy	+4,793	New	+$15.1K	﹤0.01%	195

Other funds holding ORIO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GECH

Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Apexium Financial's ORIO Position: Q3 2023 in Review

Apexium Financial sold out of Orion Digital Corp (ORIO) in Q3 2023, closing a stake of 4,793 shares — an estimated $9.81K sold.

Apexium Financial first reported a position in ORIO in Q3 2022 and held it in 4 quarters. The position peaked at $13K in Q3 2022. 21 funds tracked by Wall St. Rank hold ORIO as of Q3 2023.

Apexium Financial reported no remaining Orion Digital Corp position as of Q3 2023 after selling out during the quarter.
Apexium Financial sold 4,793 Orion Digital Corp shares in Q3 2023, an estimated $9.81K.
Apexium Financial first reported a position in Orion Digital Corp in Q3 2022 and held it in 4 quarters.
Apexium Financial's Orion Digital Corp position peaked at $13K in Q3 2022.
21 funds tracked by Wall St. Rank held Orion Digital Corp as of Q3 2023.

Based on Apexium Financial's 13F filing for Q3 2023, filed 25 Oct 2023.