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Orion Capital Management’s Motley Fool Global Opportunities ETF TMFG Stock Holding History

Orion Capital Management’s Portfolio TMFG Stock Details TMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,000
Closed -$23K – 435
2022
Q2 		$23K Hold
1,000
– – 0.02% 253
2022
Q1 		$29K Buy
+1,000
New +$28.7K 0.02% 247

Other funds holding TMFG

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Caprock Group Boise, Idaho $4.12B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
9WM
9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Capital Management's TMFG Position: Q3 2022 in Review

Orion Capital Management sold out of Motley Fool Global Opportunities ETF (TMFG) in Q3 2022, closing a stake of 1,000 shares — an estimated $23K sold.

Orion Capital Management first reported a position in TMFG in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 44 funds tracked by Wall St. Rank hold TMFG as of Q3 2022.

  • Orion Capital Management reported no remaining Motley Fool Global Opportunities ETF position as of Q3 2022 after selling out during the quarter.
  • Orion Capital Management sold 1,000 Motley Fool Global Opportunities ETF shares in Q3 2022, an estimated $23K.
  • Orion Capital Management first reported a position in Motley Fool Global Opportunities ETF in Q1 2022 and held it in 2 quarters.
  • Orion Capital Management's Motley Fool Global Opportunities ETF position peaked at $29K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Motley Fool Global Opportunities ETF as of Q3 2022.

Based on Orion Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.