BAM
ORIO

Belpointe Asset Management’s Orion Digital Corp ORIO Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-1,000
Closed -$1.97K – 2264
2023
Q1 		$1.97K Hold
1,000
– – ﹤0.01% 3306
2022
Q4 		$1.59K Buy
+1,000
New +$2.04K ﹤0.01% 3332

Other funds holding ORIO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mariner
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Belpointe Asset Management's ORIO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Orion Digital Corp (ORIO) in Q2 2023, closing a stake of 1,000 shares — an estimated $1.97K sold.

Belpointe Asset Management first reported a position in ORIO in Q4 2022 and held it in 2 quarters. The position peaked at $1.97K in Q1 2023. 30 funds tracked by Wall St. Rank hold ORIO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Orion Digital Corp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,000 Orion Digital Corp shares in Q2 2023, an estimated $1.97K.
  • Belpointe Asset Management first reported a position in Orion Digital Corp in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Orion Digital Corp position peaked at $1.97K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Orion Digital Corp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.