SWA
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Stratos Wealth Advisors’s OR Royalties Inc OR Stock Holding History

Stratos Wealth Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,617
Closed -$464K – 720
2024
Q4 		$464K Sell
25,617
-14,326
-36% -$279K 0.02% 494
2024
Q3 		$739K Sell
39,943
-2,179
-5% -$37.7K 0.03% 413
2024
Q2 		$656K Buy
+42,122
New +$682K 0.03% 410

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Vanguard Group
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Arrowstreet Capital
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Mackenzie Financial
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T. Rowe Price Investment Management
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Caisse de Depot et Placement du Quebec (CDPQ)
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Mirae Asset Global ETFs Holdings
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T. Rowe Price Associates
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Stratos Wealth Advisors's OR Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of OR Royalties Inc (OR) in Q1 2025, closing a stake of 25,617 shares — an estimated $464K sold.

Stratos Wealth Advisors first reported a position in OR in Q2 2024 and held it in 3 quarters. The position peaked at $739K in Q3 2024. 201 funds tracked by Wall St. Rank hold OR as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining OR Royalties Inc position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 25,617 OR Royalties Inc shares in Q1 2025, an estimated $464K.
  • Stratos Wealth Advisors first reported a position in OR Royalties Inc in Q2 2024 and held it in 3 quarters.
  • Stratos Wealth Advisors's OR Royalties Inc position peaked at $739K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.