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Orion Portfolio Solutions’s DXP Enterprises DXPE Stock Holding History

Orion Portfolio Solutions’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-89
Closed -$2K – 853
2020
Q2 		$2K Buy
89
+39
+78% +$628 ﹤0.01% 1753
2020
Q1 		$1K Hold
50
– – ﹤0.01% 1699
2019
Q4 		$2K Buy
+50
New +$1.86K ﹤0.01% 1498

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's DXPE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of DXP Enterprises (DXPE) in Q3 2020, closing a stake of 89 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in DXPE in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 111 funds tracked by Wall St. Rank hold DXPE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining DXP Enterprises position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 89 DXP Enterprises shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in DXP Enterprises in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's DXP Enterprises position peaked at $2K in Q2 2020.
  • 111 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.