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Baker Avenue Asset Management’s Origin Bancorp OBK Stock Holding History

Baker Avenue Asset Management’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
Q2 		– Sell
-37
Closed -$1.19K – 1713
2023
Q1 		$1.19K Buy
+37
New +$1.36K ﹤0.01% 1133

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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

Baker Avenue Asset Management's OBK Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Origin Bancorp (OBK) in Q2 2023, closing a stake of 37 shares — an estimated $1.19K sold.

Baker Avenue Asset Management first reported a position in OBK in Q1 2023 and held it in 1 quarter. The position peaked at $1.19K in Q1 2023. 113 funds tracked by Wall St. Rank hold OBK as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Origin Bancorp position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 37 Origin Bancorp shares in Q2 2023, an estimated $1.19K.
  • Baker Avenue Asset Management first reported a position in Origin Bancorp in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Origin Bancorp position peaked at $1.19K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.