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Leith Wheeler Investment Counsel’s OR Royalties Inc OR Stock Holding History

Leith Wheeler Investment Counsel’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
2023
Q2 		– Sell
-16,065
Closed -$254K – 65
2023
Q1 		$254K Buy
+16,065
New +$217K 0.04% 56

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HKAM
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Leith Wheeler Investment Counsel's OR Position: Q2 2023 in Review

Leith Wheeler Investment Counsel sold out of OR Royalties Inc (OR) in Q2 2023, closing a stake of 16,065 shares — an estimated $254K sold.

Leith Wheeler Investment Counsel first reported a position in OR in Q1 2023 and held it in 1 quarter. The position peaked at $254K in Q1 2023. 176 funds tracked by Wall St. Rank hold OR as of Q2 2023.

  • Leith Wheeler Investment Counsel reported no remaining OR Royalties Inc position as of Q2 2023 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 16,065 OR Royalties Inc shares in Q2 2023, an estimated $254K.
  • Leith Wheeler Investment Counsel first reported a position in OR Royalties Inc in Q1 2023 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's OR Royalties Inc position peaked at $254K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2023.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2023, filed 18 Jul 2023.