PIA
ORIO

Powell Investment Advisors’s Orion Digital Corp ORIO Stock Holding History

Powell Investment Advisors’s Portfolio ORIO Stock Details ORIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,333
Closed -$17.1K – 143
2023
Q2 		$17.1K Hold
8,333
– – 0.01% 129
2023
Q1 		$16.4K Hold
8,333
– – 0.01% 129
2022
Q4 		$13.2K Hold
8,333
– – 0.01% 125
2022
Q3 		$23K Hold
8,333
– – 0.02% 122
2022
Q2 		$21K Buy
8,333
+166
+2% +$789 0.01% 139
2022
Q1 		$71K Sell
8,167
-6,416
-44% -$46.9K 0.04% 116
2021
Q4 		$150K Buy
+14,583
New +$210K 0.09% 110

Other funds holding ORIO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $530M AUM 69.48% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Powell Investment Advisors's ORIO Position: Q3 2023 in Review

Powell Investment Advisors sold out of Orion Digital Corp (ORIO) in Q3 2023, closing a stake of 8,333 shares — an estimated $17.1K sold.

Powell Investment Advisors first reported a position in ORIO in Q4 2021 and held it in 7 quarters. The position peaked at $150K in Q4 2021. 21 funds tracked by Wall St. Rank hold ORIO as of Q3 2023.

  • Powell Investment Advisors reported no remaining Orion Digital Corp position as of Q3 2023 after selling out during the quarter.
  • Powell Investment Advisors sold 8,333 Orion Digital Corp shares in Q3 2023, an estimated $17.1K.
  • Powell Investment Advisors first reported a position in Orion Digital Corp in Q4 2021 and held it in 7 quarters.
  • Powell Investment Advisors's Orion Digital Corp position peaked at $150K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Orion Digital Corp as of Q3 2023.

Based on Powell Investment Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.