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Patriot Financial Group Insurance Agency’s Orion OEC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2K – 1440
2022
Q2 		$2K Buy
+100
New +$1.68K ﹤0.01% 1790

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IG
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HRCM
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HP
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MPMG
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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OEC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Orion (OEC) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in OEC in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 157 funds tracked by Wall St. Rank hold OEC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Orion position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Orion shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Orion in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Orion position peaked at $2K in Q2 2022.
  • 157 funds tracked by Wall St. Rank held Orion as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.