FHA
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First Horizon Advisors’s Orion OEC Stock Holding History

First Horizon Advisors’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
2025
Q1 		– Sell
-79
Closed -$1.25K – 2367
2024
Q4 		$1.25K Hold
79
– – ﹤0.01% 2066
2024
Q3 		$1.41K Hold
79
– – ﹤0.01% 2083
2024
Q2 		$1.73K Hold
79
– – ﹤0.01% 2015
2024
Q1 		$1.86K Buy
+79
New +$1.83K ﹤0.01% 2047

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Horizon Advisors's OEC Position: Q1 2025 in Review

First Horizon Advisors sold out of Orion (OEC) in Q1 2025, closing a stake of 79 shares — an estimated $1.25K sold.

First Horizon Advisors first reported a position in OEC in Q1 2024 and held it in 4 quarters. The position peaked at $1.86K in Q1 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • First Horizon Advisors reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 79 Orion shares in Q1 2025, an estimated $1.25K.
  • First Horizon Advisors first reported a position in Orion in Q1 2024 and held it in 4 quarters.
  • First Horizon Advisors's Orion position peaked at $1.86K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.