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Connectus Wealth’s Origin Bancorp OBK Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-37,566
Closed -$1.34M – 475
2023
Q4 		$1.34M Sell
37,566
-1,000
-3% -$31.7K 0.03% 304
2023
Q3 		$1.11M Buy
+38,566
New +$1.18M 0.02% 306

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
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Connectus Wealth's OBK Position: Q1 2024 in Review

Connectus Wealth sold out of Origin Bancorp (OBK) in Q1 2024, closing a stake of 37,566 shares — an estimated $1.34M sold.

Connectus Wealth first reported a position in OBK in Q3 2023 and held it in 2 quarters. The position peaked at $1.34M in Q4 2023. 140 funds tracked by Wall St. Rank hold OBK as of Q1 2024.

  • Connectus Wealth reported no remaining Origin Bancorp position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 37,566 Origin Bancorp shares in Q1 2024, an estimated $1.34M.
  • Connectus Wealth first reported a position in Origin Bancorp in Q3 2023 and held it in 2 quarters.
  • Connectus Wealth's Origin Bancorp position peaked at $1.34M in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.