TFO Wealth Partners’s Old Republic International ORI Stock Holding History

TFO Wealth Partners’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13	Closed	-$399	–	557
2024 Q1	$399	Hold	13	–	–	﹤0.01%	313
2023 Q4	$382	Hold	13	–	–	﹤0.01%	424
2023 Q3	$327	Hold	13	–	–	﹤0.01%	619
2023 Q2	$327	Hold	13	–	–	﹤0.01%	386
2023 Q1	$325	Sell	13 -4	-24%	-$101	﹤0.01%	355
2022 Q4	$306	Buy	+17	New	+$399	﹤0.01%	562
2022 Q3	–	Sell	-284	Closed	-$6K	–	385
2022 Q2	$6K	Buy	+284	New	+$6.57K	﹤0.01%	196

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TFO Wealth Partners's ORI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Old Republic International (ORI) in Q2 2024, closing a stake of 13 shares — an estimated $399 sold.

TFO Wealth Partners first reported a position in ORI in Q2 2022 and held it in 7 quarters. The position peaked at $6K in Q2 2022. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

TFO Wealth Partners reported no remaining Old Republic International position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 13 Old Republic International shares in Q2 2024, an estimated $399.
TFO Wealth Partners first reported a position in Old Republic International in Q2 2022 and held it in 7 quarters.
TFO Wealth Partners's Old Republic International position peaked at $6K in Q2 2022.
517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.