HGERS
ORC

Householder Group Estate & Retirement Specialist’s Orchid Island Capital ORC Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,677
Closed -$30K – 983
2024
Q3 		$30K Buy
3,677
+3,300
+875% +$27.2K 0.01% 593
2024
Q2 		$3K Buy
+377
New +$3.2K ﹤0.01% 1024

Other funds holding ORC

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ORC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Orchid Island Capital (ORC) in Q4 2024, closing a stake of 3,677 shares — an estimated $30K sold.

Householder Group Estate & Retirement Specialist first reported a position in ORC in Q2 2024 and held it in 2 quarters. The position peaked at $30K in Q3 2024. 121 funds tracked by Wall St. Rank hold ORC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Orchid Island Capital position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,677 Orchid Island Capital shares in Q4 2024, an estimated $30K.
  • Householder Group Estate & Retirement Specialist first reported a position in Orchid Island Capital in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Orchid Island Capital position peaked at $30K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Orchid Island Capital as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.