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BDO Wealth Advisors’s Orion OEC Stock Holding History

BDO Wealth Advisors’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
Q2 		$489 Hold
23
– – ﹤0.01% 937
2023
Q1 		$601 Hold
23
– – ﹤0.01% 993
2022
Q4 		$410 Hold
23
– – ﹤0.01% 963
2022
Q3 		$0 Hold
23
– – ﹤0.01% 1105
2022
Q2 		$0 Hold
23
– – ﹤0.01% 1093
2022
Q1 		$0 Hold
23
– – ﹤0.01% 1114
2021
Q4 		$0 Buy
+23
New +$428 ﹤0.01% 1128

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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

BDO Wealth Advisors's OEC Position: Q2 2023 in Review

BDO Wealth Advisors held its Orion (OEC) position steady in Q2 2023 at 23 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #937.

BDO Wealth Advisors first reported a position in OEC in Q4 2021 and has held it in 7 quarters since. The position peaked at $601 in Q1 2023. 197 funds tracked by Wall St. Rank hold OEC as of Q2 2023.

  • BDO Wealth Advisors held 23 shares of Orion worth $489 as of Q2 2023.
  • BDO Wealth Advisors left its Orion share count unchanged in Q2 2023.
  • Orion made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #937 holding.
  • BDO Wealth Advisors first reported a position in Orion in Q4 2021 and has held it in 7 quarters since.
  • BDO Wealth Advisors's Orion position peaked at $601 in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Orion as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.