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Realta Investment Advisors’s Orion OEC Stock Holding History

Realta Investment Advisors’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
2019
Q4 		– Sell
-96
Closed -$2K – 1653
2019
Q3 		$2K Buy
+96
New +$1.57K ﹤0.01% 1507

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Realta Investment Advisors's OEC Position: Q4 2019 in Review

Realta Investment Advisors sold out of Orion (OEC) in Q4 2019, closing a stake of 96 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in OEC in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 128 funds tracked by Wall St. Rank hold OEC as of Q4 2019.

  • Realta Investment Advisors reported no remaining Orion position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 96 Orion shares in Q4 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Orion in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Orion position peaked at $2K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held Orion as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.