SF
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Symphony Financial’s OR Royalties Inc OR Stock Holding History

Symphony Financial’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
2022
Q3 		– Sell
-118,696
Closed -$1.26M – 199
2022
Q2 		$1.26M Hold
118,696
– – 0.37% 58
2022
Q1 		$1.61M Hold
118,696
– – 0.38% 53
2021
Q4 		$1.42M Sell
118,696
-2,163
-2% -$26.3K 0.39% 55
2021
Q3 		$1.34M Sell
120,859
-1,113
-0.9% -$13.9K 0.47% 47
2021
Q2 		$1.67M Hold
121,972
– – 0.57% 40
2021
Q1 		$1.44M Buy
+121,972
New +$1.39M 0.38% 48

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Symphony Financial's OR Position: Q3 2022 in Review

Symphony Financial sold out of OR Royalties Inc (OR) in Q3 2022, closing a stake of 118,696 shares — an estimated $1.26M sold.

Symphony Financial first reported a position in OR in Q1 2021 and held it in 6 quarters. The position peaked at $1.67M in Q2 2021. 147 funds tracked by Wall St. Rank hold OR as of Q3 2022.

  • Symphony Financial reported no remaining OR Royalties Inc position as of Q3 2022 after selling out during the quarter.
  • Symphony Financial sold 118,696 OR Royalties Inc shares in Q3 2022, an estimated $1.26M.
  • Symphony Financial first reported a position in OR Royalties Inc in Q1 2021 and held it in 6 quarters.
  • Symphony Financial's OR Royalties Inc position peaked at $1.67M in Q2 2021.
  • 147 funds tracked by Wall St. Rank held OR Royalties Inc as of Q3 2022.

Based on Symphony Financial's 13F filing for Q3 2022, filed 28 Oct 2022.