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Laird Norton Wetherby Trust Company’s OR Royalties Inc OR Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-24,064
Closed -$345K – 92
2023
Q4 		$345K Buy
+24,064
New +$315K 0.04% 67

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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SI
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Laird Norton Wetherby Trust Company's OR Position: Q1 2024 in Review

Laird Norton Wetherby Trust Company sold out of OR Royalties Inc (OR) in Q1 2024, closing a stake of 24,064 shares — an estimated $345K sold.

Laird Norton Wetherby Trust Company first reported a position in OR in Q4 2023 and held it in 1 quarter. The position peaked at $345K in Q4 2023. 167 funds tracked by Wall St. Rank hold OR as of Q1 2024.

  • Laird Norton Wetherby Trust Company reported no remaining OR Royalties Inc position as of Q1 2024 after selling out during the quarter.
  • Laird Norton Wetherby Trust Company sold 24,064 OR Royalties Inc shares in Q1 2024, an estimated $345K.
  • Laird Norton Wetherby Trust Company first reported a position in OR Royalties Inc in Q4 2023 and held it in 1 quarter.
  • Laird Norton Wetherby Trust Company's OR Royalties Inc position peaked at $345K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2024.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2024, filed 15 May 2024.