Steward Partners Investment Advisory’s Orion Digital Corp ORIO Stock Holding History

Steward Partners Investment Advisory’s Portfolio ORIO Stock Details ORIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-200	Closed	-$368	–	3636
2023 Q4	$368	Hold	200	–	–	﹤0.01%	3381
2023 Q3	$314	Hold	200	–	–	﹤0.01%	3277
2023 Q2	$409	Hold	200	–	–	﹤0.01%	3203
2023 Q1	$394	Buy	+200	New	+$423	﹤0.01%	3185
2021 Q3	–	Sell	-3,358	Closed	-$79K	–	3263
2021 Q2	$79K	Buy	3,358 +3,158	+1,579%	+$75.6K	﹤0.01%	2571
2021 Q1	$5.1K	Buy	+200	New	+$4.36K	﹤0.01%	2999

Other funds holding ORIO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Steward Partners Investment Advisory's ORIO Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Orion Digital Corp (ORIO) in Q1 2024, closing a stake of 200 shares — an estimated $368 sold.

Steward Partners Investment Advisory first reported a position in ORIO in Q1 2021 and held it in 6 quarters. The position peaked at $79K in Q2 2021. 20 funds tracked by Wall St. Rank hold ORIO as of Q1 2024.

Steward Partners Investment Advisory reported no remaining Orion Digital Corp position as of Q1 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Orion Digital Corp shares in Q1 2024, an estimated $368.
Steward Partners Investment Advisory first reported a position in Orion Digital Corp in Q1 2021 and held it in 6 quarters.
Steward Partners Investment Advisory's Orion Digital Corp position peaked at $79K in Q2 2021.
20 funds tracked by Wall St. Rank held Orion Digital Corp as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.