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U.S. Capital Wealth Advisors’s Old Republic International ORI Stock Holding History

U.S. Capital Wealth Advisors’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
-207
Closed -$5K – 1239
2022
Q4 		$5K Buy
+207
New +$4.85K ﹤0.01% 1385

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

U.S. Capital Wealth Advisors's ORI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Old Republic International (ORI) in Q1 2023, closing a stake of 207 shares — an estimated $5K sold.

U.S. Capital Wealth Advisors first reported a position in ORI in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 487 funds tracked by Wall St. Rank hold ORI as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Old Republic International position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 207 Old Republic International shares in Q1 2023, an estimated $5K.
  • U.S. Capital Wealth Advisors first reported a position in Old Republic International in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Old Republic International position peaked at $5K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Old Republic International as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.