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Ropes Wealth Advisors’s Old Republic International ORI Stock Holding History

Ropes Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-61
Closed -$1K – 599
2020
Q1 		$1K Buy
+61
New +$1.25K ﹤0.01% 524
2017
Q1 		– Sell
-2,412
Closed -$46K – 546
2016
Q4 		$46K Hold
2,412
– – 0.01% 328
2016
Q3 		$42K Hold
2,412
– – 0.01% 293
2016
Q2 		$47K Buy
+2,412
New +$45.1K 0.02% 264

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ropes Wealth Advisors's ORI Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Old Republic International (ORI) in Q2 2020, closing a stake of 61 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in ORI in Q2 2016 and held it in 4 quarters. The position peaked at $47K in Q2 2016. 401 funds tracked by Wall St. Rank hold ORI as of Q2 2020.

  • Ropes Wealth Advisors reported no remaining Old Republic International position as of Q2 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 61 Old Republic International shares in Q2 2020, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Old Republic International in Q2 2016 and held it in 4 quarters.
  • Ropes Wealth Advisors's Old Republic International position peaked at $47K in Q2 2016.
  • 401 funds tracked by Wall St. Rank held Old Republic International as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.