RMR Wealth Builders’s Orion OEC Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-1,800	Closed	-$35K	–	516
2021 Q1	$35K	Buy	+1,800	New	+$32.4K	0.01%	425

Other funds holding OEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RMR Wealth Builders's OEC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Orion (OEC) in Q2 2021, closing a stake of 1,800 shares — an estimated $35K sold.

RMR Wealth Builders first reported a position in OEC in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 149 funds tracked by Wall St. Rank hold OEC as of Q2 2021.

RMR Wealth Builders reported no remaining Orion position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 1,800 Orion shares in Q2 2021, an estimated $35K.
RMR Wealth Builders first reported a position in Orion in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Orion position peaked at $35K in Q1 2021.
149 funds tracked by Wall St. Rank held Orion as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.