BCA
ORRF icon

Berman Capital Advisors’s Orrstown Financial Services ORRF Stock Holding History

Berman Capital Advisors’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23
Closed – – 1859
2020
Q4 		$0 Hold
23
– – ﹤0.01% 1779
2020
Q3 		$0 Sell
23
-65
-74% -$897 ﹤0.01% 1725
2020
Q2 		$1K Buy
+88
New +$1.18K ﹤0.01% 1477

Other funds holding ORRF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's ORRF Position: Q1 2021 in Review

Berman Capital Advisors sold out of Orrstown Financial Services (ORRF) in Q1 2021, closing a stake of 23 shares.

Berman Capital Advisors first reported a position in ORRF in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 65 funds tracked by Wall St. Rank hold ORRF as of Q1 2021.

  • Berman Capital Advisors reported no remaining Orrstown Financial Services position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 23 Orrstown Financial Services shares in Q1 2021.
  • Berman Capital Advisors first reported a position in Orrstown Financial Services in Q2 2020 and held it in 3 quarters.
  • Berman Capital Advisors's Orrstown Financial Services position peaked at $1K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.