Total Clarity Wealth Management’s Old Republic International ORI Stock Holding History

Total Clarity Wealth Management’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
2023 Q1	–	Sell	-22,166	Closed	-$535K	–	227
2022 Q4	$535K	Buy	22,166 +700	+3%	+$16.4K	0.27%	94
2022 Q3	$449K	Hold	21,466	–	–	0.28%	99
2022 Q2	$480K	Buy	21,466 +3,900	+22%	+$90.3K	0.25%	98
2022 Q1	$454K	Buy	17,566 +550	+3%	+$14.2K	0.25%	108
2021 Q4	$418K	Buy	17,016 +300	+2%	+$7.45K	0.19%	119
2021 Q3	$387K	Buy	16,716 +400	+2%	+$9.9K	0.18%	131
2021 Q2	$406K	Hold	16,316	–	–	0.23%	124
2021 Q1	$356K	Sell	16,316 -800	-5%	-$16K	0.2%	114
2020 Q4	$337K	Sell	17,116 -2,400	-12%	-$42.1K	0.23%	102
2020 Q3	$288K	Sell	19,516 -2,800	-13%	-$44.8K	0.25%	101
2020 Q2	$364K	Buy	22,316 +800	+4%	+$12.6K	0.33%	87
2020 Q1	$328K	Sell	21,516 -2,700	-11%	-$55.5K	0.51%	64
2019 Q4	$542K	Buy	+24,216	New	+$551K	0.41%	55

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 $3.38T AUM 44.17% 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

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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Total Clarity Wealth Management's ORI Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of Old Republic International (ORI) in Q1 2023, closing a stake of 22,166 shares — an estimated $535K sold.

Total Clarity Wealth Management first reported a position in ORI in Q4 2019 and held it in 13 quarters. The position peaked at $542K in Q4 2019. 487 funds tracked by Wall St. Rank hold ORI as of Q1 2023.

Total Clarity Wealth Management reported no remaining Old Republic International position as of Q1 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 22,166 Old Republic International shares in Q1 2023, an estimated $535K.
Total Clarity Wealth Management first reported a position in Old Republic International in Q4 2019 and held it in 13 quarters.
Total Clarity Wealth Management's Old Republic International position peaked at $542K in Q4 2019.
487 funds tracked by Wall St. Rank held Old Republic International as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.