Orion Portfolio Solutions’s Chase Corporation CCF Stock Holding History

Orion Portfolio Solutions’s Portfolio CCF Stock Details CCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,719	Closed	-$346K	–	1776
2023 Q3	$346K	Sell	2,719 -175	-6%	-$21.9K	﹤0.01%	1326
2023 Q2	$351K	Sell	2,894 -183	-6%	-$21K	﹤0.01%	1348
2023 Q1	$322K	Buy	+3,077	New	+$295K	﹤0.01%	1322

Orion Portfolio Solutions's CCF Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Chase Corporation (CCF) in Q4 2023, closing a stake of 2,719 shares — an estimated $346K sold.

Orion Portfolio Solutions first reported a position in CCF in Q1 2023 and held it in 3 quarters. The position peaked at $351K in Q2 2023. 0 funds tracked by Wall St. Rank hold CCF as of Q4 2023.

Orion Portfolio Solutions reported no remaining Chase Corporation position as of Q4 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 2,719 Chase Corporation shares in Q4 2023, an estimated $346K.
Orion Portfolio Solutions first reported a position in Chase Corporation in Q1 2023 and held it in 3 quarters.
Orion Portfolio Solutions's Chase Corporation position peaked at $351K in Q2 2023.
0 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.