Kapitalo Investimentos’s Orion OEC Stock Holding History

Kapitalo Investimentos’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
2023 Q1	–	Sell	-4,900	Closed	-$87.3K	–	479
2022 Q4	$87.3K	Buy	+4,900	New	+$82.4K	0.07%	80

Other funds holding OEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kapitalo Investimentos's OEC Position: Q1 2023 in Review

Kapitalo Investimentos sold out of Orion (OEC) in Q1 2023, closing a stake of 4,900 shares — an estimated $87.3K sold.

Kapitalo Investimentos first reported a position in OEC in Q4 2022 and held it in 1 quarter. The position peaked at $87.3K in Q4 2022. 195 funds tracked by Wall St. Rank hold OEC as of Q1 2023.

Kapitalo Investimentos reported no remaining Orion position as of Q1 2023 after selling out during the quarter.
Kapitalo Investimentos sold 4,900 Orion shares in Q1 2023, an estimated $87.3K.
Kapitalo Investimentos first reported a position in Orion in Q4 2022 and held it in 1 quarter.
Kapitalo Investimentos's Orion position peaked at $87.3K in Q4 2022.
195 funds tracked by Wall St. Rank held Orion as of Q1 2023.

Based on Kapitalo Investimentos's 13F filing for Q1 2023, filed 29 Mar 2024.