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Money Concepts Capital’s Orrstown Financial Services ORRF Stock Holding History

Money Concepts Capital’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-337
Closed -$7.8K – 2119
2022
Q4 		$7.8K Buy
+337
New +$8.62K ﹤0.01% 2143
2022
Q2 		– Sell
-337
Closed -$8K – 2247
2022
Q1 		$8K Buy
+337
New +$8.2K ﹤0.01% 2037

Other funds holding ORRF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ROC
River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Money Concepts Capital's ORRF Position: Q1 2023 in Review

Money Concepts Capital sold out of Orrstown Financial Services (ORRF) in Q1 2023, closing a stake of 337 shares — an estimated $7.8K sold.

Money Concepts Capital first reported a position in ORRF in Q1 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 68 funds tracked by Wall St. Rank hold ORRF as of Q1 2023.

  • Money Concepts Capital reported no remaining Orrstown Financial Services position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 337 Orrstown Financial Services shares in Q1 2023, an estimated $7.8K.
  • Money Concepts Capital first reported a position in Orrstown Financial Services in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Orrstown Financial Services position peaked at $8K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.