TCI Wealth Advisors’s Orrstown Financial Services ORRF Stock Holding History

TCI Wealth Advisors’s Portfolio ORRF Stock Details ORRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-107	Closed	-$2.48K	–	2604
2022 Q4	$2.48K	Hold	107	–	–	﹤0.01%	1923
2022 Q3	$3K	Hold	107	–	–	﹤0.01%	1814
2022 Q2	$3K	Hold	107	–	–	﹤0.01%	1859
2022 Q1	$2K	Hold	107	–	–	﹤0.01%	2012
2021 Q4	$3K	Hold	107	–	–	﹤0.01%	2019
2021 Q3	$3K	Hold	107	–	–	﹤0.01%	1981
2021 Q2	$2K	Hold	107	–	–	﹤0.01%	2058
2021 Q1	$2K	Buy	+107	New	+$2.13K	﹤0.01%	1832

Other funds holding ORRF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ROC

River Oaks Capital Wayzata, Minnesota $67.9M AUM 13.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TCI Wealth Advisors's ORRF Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Orrstown Financial Services (ORRF) in Q1 2023, closing a stake of 107 shares — an estimated $2.48K sold.

TCI Wealth Advisors first reported a position in ORRF in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 68 funds tracked by Wall St. Rank hold ORRF as of Q1 2023.

TCI Wealth Advisors reported no remaining Orrstown Financial Services position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 107 Orrstown Financial Services shares in Q1 2023, an estimated $2.48K.
TCI Wealth Advisors first reported a position in Orrstown Financial Services in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Orrstown Financial Services position peaked at $3K in Q3 2022.
68 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.