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TWA
TCI Wealth Advisors’s
Orion Group Holdings
ORN
Stock Holding History
TCI Wealth Advisors’s Portfolio
ORN Stock Details
ORN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-811
Closed
-$2K
–
1515
2019
Q1
$2K
Buy
811
+375
+86%
+$1.58K
﹤0.01%
1056
2018
Q4
$2K
Hold
436
–
–
﹤0.01%
1030
2018
Q3
$3K
Hold
436
–
–
﹤0.01%
940
2018
Q2
$4K
Hold
436
–
–
﹤0.01%
860
2018
Q1
$3K
Hold
436
–
–
﹤0.01%
871
2017
Q4
$3K
Hold
436
–
–
﹤0.01%
924
2017
Q3
$3K
Hold
436
–
–
﹤0.01%
864
2017
Q2
$3K
Hold
436
–
–
﹤0.01%
900
2017
Q1
$3K
Hold
436
–
–
﹤0.01%
855
2016
Q4
$4K
Hold
436
–
–
﹤0.01%
838
2016
Q3
$3K
Hold
436
–
–
﹤0.01%
885
2016
Q2
$2K
Hold
436
–
–
﹤0.01%
952
2016
Q1
$2K
Buy
+436
New
+$1.72K
﹤0.01%
962
Other funds holding ORN
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$93.1B AUM
28.26%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
GWI
Grace & White Inc
Ny, New York
$566M AUM
19.55%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
FP
Foundry Partners
Minneapolis, Minnesota
$1.89B AUM
9.84%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
WC
Walthausen & Co
Malta, New York
$120M AUM
2.66%
1-Year Est. Return
RC
RBF Capital
San Francisco, California
$2.04B AUM
29.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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