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TCI Wealth Advisors’s Orion OEC Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-238
Closed -$6.21K – 1558
2023
Q1 		$6.21K Hold
238
– – ﹤0.01% 1380
2022
Q4 		$4.24K Hold
238
– – ﹤0.01% 1634
2022
Q3 		$3K Hold
238
– – ﹤0.01% 1806
2022
Q2 		$4K Buy
+238
New +$3.99K ﹤0.01% 1665
2022
Q1 		– Sell
-174
Closed -$3K – 2381
2021
Q4 		$3K Hold
174
– – ﹤0.01% 2017
2021
Q3 		$3K Buy
+174
New +$3.11K ﹤0.01% 1977

Other funds holding OEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's OEC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Orion (OEC) in Q2 2023, closing a stake of 238 shares — an estimated $6.21K sold.

TCI Wealth Advisors first reported a position in OEC in Q3 2021 and held it in 6 quarters. The position peaked at $6.21K in Q1 2023. 197 funds tracked by Wall St. Rank hold OEC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Orion position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 238 Orion shares in Q2 2023, an estimated $6.21K.
  • TCI Wealth Advisors first reported a position in Orion in Q3 2021 and held it in 6 quarters.
  • TCI Wealth Advisors's Orion position peaked at $6.21K in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Orion as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.