RPWA
OEC icon

Regent Peak Wealth Advisors’s Orion OEC Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-37
Closed -$1K – 712
2020
Q4 		$1K Buy
+37
New +$564 ﹤0.01% 963

Other funds holding OEC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Regent Peak Wealth Advisors's OEC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Orion (OEC) in Q1 2021, closing a stake of 37 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in OEC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 138 funds tracked by Wall St. Rank hold OEC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Orion position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 37 Orion shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Orion in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Orion position peaked at $1K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Orion as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.