GJWM
ORIO

Gilliland Jeter Wealth Management’s Orion Digital Corp ORIO Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio ORIO Stock Details ORIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-940
Closed -$1.12K – 465
2024
Q3 		$1.12K Hold
940
– – ﹤0.01% 626
2024
Q2 		$1.38K Hold
940
– – ﹤0.01% 621
2024
Q1 		$1.88K Buy
+940
New +$1.69K ﹤0.01% 566

Other funds holding ORIO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's ORIO Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Orion Digital Corp (ORIO) in Q4 2024, closing a stake of 940 shares — an estimated $1.12K sold.

Gilliland Jeter Wealth Management first reported a position in ORIO in Q1 2024 and held it in 3 quarters. The position peaked at $1.88K in Q1 2024. 19 funds tracked by Wall St. Rank hold ORIO as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Orion Digital Corp position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 940 Orion Digital Corp shares in Q4 2024, an estimated $1.12K.
  • Gilliland Jeter Wealth Management first reported a position in Orion Digital Corp in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Orion Digital Corp position peaked at $1.88K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Orion Digital Corp as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.