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BKM Wealth Management’s Orion OEC Stock Holding History

BKM Wealth Management’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
2024
Q1 		– Sell
-500
Closed -$13.9K – 430
2023
Q4 		$13.9K Buy
+500
New +$11.5K 0.01% 429

Other funds holding OEC

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

BKM Wealth Management's OEC Position: Q1 2024 in Review

BKM Wealth Management sold out of Orion (OEC) in Q1 2024, closing a stake of 500 shares — an estimated $13.9K sold.

BKM Wealth Management first reported a position in OEC in Q4 2023 and held it in 1 quarter. The position peaked at $13.9K in Q4 2023. 196 funds tracked by Wall St. Rank hold OEC as of Q1 2024.

  • BKM Wealth Management reported no remaining Orion position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 500 Orion shares in Q1 2024, an estimated $13.9K.
  • BKM Wealth Management first reported a position in Orion in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Orion position peaked at $13.9K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Orion as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.