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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return