AIC
ORC

Archer Investment Corporation’s Orchid Island Capital ORC Stock Holding History

Archer Investment Corporation’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-415
Closed -$3.5K – 1086
2023
Q4 		$3.5K Hold
415
– – ﹤0.01% 829
2023
Q3 		$3.53K Hold
415
– – ﹤0.01% 797
2023
Q2 		$4.29K Buy
+415
New +$4.29K ﹤0.01% 764

Other funds holding ORC

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Archer Investment Corporation's ORC Position: Q1 2024 in Review

Archer Investment Corporation sold out of Orchid Island Capital (ORC) in Q1 2024, closing a stake of 415 shares — an estimated $3.5K sold.

Archer Investment Corporation first reported a position in ORC in Q2 2023 and held it in 3 quarters. The position peaked at $4.29K in Q2 2023. 97 funds tracked by Wall St. Rank hold ORC as of Q1 2024.

  • Archer Investment Corporation reported no remaining Orchid Island Capital position as of Q1 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 415 Orchid Island Capital shares in Q1 2024, an estimated $3.5K.
  • Archer Investment Corporation first reported a position in Orchid Island Capital in Q2 2023 and held it in 3 quarters.
  • Archer Investment Corporation's Orchid Island Capital position peaked at $4.29K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.