Cerity Partners
OR icon

Cerity Partners’s OR Royalties Inc OR Stock Holding History

Cerity Partners’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,689
Closed -$327K – 2546
2024
Q3 		$327K Buy
17,689
+163
+0.9% +$2.82K ﹤0.01% 2000
2024
Q2 		$273K Sell
17,526
-163
-0.9% -$2.64K ﹤0.01% 1874
2024
Q1 		$290K Buy
17,689
+163
+0.9% +$2.41K ﹤0.01% 1887
2023
Q4 		$250K Buy
+17,526
New +$230K ﹤0.01% 1615
2023
Q3 		– Sell
-17,488
Closed -$269K – 1625
2023
Q2 		$269K Hold
17,488
– – ﹤0.01% 1432
2023
Q1 		$277K Hold
17,488
– – ﹤0.01% 1560
2022
Q4 		$211K Buy
+17,488
New +$203K ﹤0.01% 1322

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Cerity Partners's OR Position: Q4 2024 in Review

Cerity Partners sold out of OR Royalties Inc (OR) in Q4 2024, closing a stake of 17,689 shares — an estimated $327K sold.

Cerity Partners first reported a position in OR in Q4 2022 and held it in 7 quarters. The position peaked at $327K in Q3 2024. 170 funds tracked by Wall St. Rank hold OR as of Q4 2024.

  • Cerity Partners reported no remaining OR Royalties Inc position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 17,689 OR Royalties Inc shares in Q4 2024, an estimated $327K.
  • Cerity Partners first reported a position in OR Royalties Inc in Q4 2022 and held it in 7 quarters.
  • Cerity Partners's OR Royalties Inc position peaked at $327K in Q3 2024.
  • 170 funds tracked by Wall St. Rank held OR Royalties Inc as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.