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Beaird Harris Wealth Management’s Origin Bancorp OBK Stock Holding History

Beaird Harris Wealth 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
2024
Q3 		– Sell
-4,940
Closed -$157K – 651
2024
Q2 		$157K Hold
4,940
– – 0.01% 136
2024
Q1 		$154K Hold
4,940
– – 0.02% 134
2023
Q4 		$176K Hold
4,940
– – 0.02% 111
2023
Q3 		$143K Hold
4,940
– – 0.02% 111
2023
Q2 		$145K Sell
4,940
-153
-3% -$4.58K 0.02% 115
2023
Q1 		$164K Buy
+5,093
New +$187K 0.03% 97

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Beaird Harris Wealth Management's OBK Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Origin Bancorp (OBK) in Q3 2024, closing a stake of 4,940 shares — an estimated $157K sold.

Beaird Harris Wealth Management first reported a position in OBK in Q1 2023 and held it in 6 quarters. The position peaked at $176K in Q4 2023. 165 funds tracked by Wall St. Rank hold OBK as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Origin Bancorp position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4,940 Origin Bancorp shares in Q3 2024, an estimated $157K.
  • Beaird Harris Wealth Management first reported a position in Origin Bancorp in Q1 2023 and held it in 6 quarters.
  • Beaird Harris Wealth Management's Origin Bancorp position peaked at $176K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.