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Orion Portfolio Solutions’s Select Water Solutions WTTR Stock Holding History

Orion Portfolio Solutions’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,200
Closed -$122K – 1815
2024
Q1 		$122K Buy
+13,200
New +$106K ﹤0.01% 1646

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Orion Portfolio Solutions's WTTR Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of Select Water Solutions (WTTR) in Q2 2024, closing a stake of 13,200 shares — an estimated $122K sold.

Orion Portfolio Solutions first reported a position in WTTR in Q1 2024 and held it in 1 quarter. The position peaked at $122K in Q1 2024. 193 funds tracked by Wall St. Rank hold WTTR as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining Select Water Solutions position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,200 Select Water Solutions shares in Q2 2024, an estimated $122K.
  • Orion Portfolio Solutions first reported a position in Select Water Solutions in Q1 2024 and held it in 1 quarter.
  • Orion Portfolio Solutions's Select Water Solutions position peaked at $122K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held Select Water Solutions as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.