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Steward Partners Investment Advisory’s Orion OEC Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-445
Closed -$7.92K – 4056
2024
Q3 		$7.92K Sell
445
-890
-67% -$17.1K ﹤0.01% 3040
2024
Q2 		$29.3K Buy
+1,335
New +$32.1K ﹤0.01% 2357
2023
Q4 		– Sell
-2,370
Closed -$50.4K – 3544
2023
Q3 		$50.4K Buy
2,370
+1,830
+339% +$39.9K ﹤0.01% 1905
2023
Q2 		$11.5K Hold
540
– – ﹤0.01% 2522
2023
Q1 		$14.1K Buy
+540
New +$12.2K ﹤0.01% 2403

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's OEC Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Orion (OEC) in Q4 2024, closing a stake of 445 shares — an estimated $7.92K sold.

Steward Partners Investment Advisory first reported a position in OEC in Q1 2023 and held it in 5 quarters. The position peaked at $50.4K in Q3 2023. 185 funds tracked by Wall St. Rank hold OEC as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Orion position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 445 Orion shares in Q4 2024, an estimated $7.92K.
  • Steward Partners Investment Advisory first reported a position in Orion in Q1 2023 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Orion position peaked at $50.4K in Q3 2023.
  • 185 funds tracked by Wall St. Rank held Orion as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.