VFA
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Valeo Financial Advisors’s Orion Group Holdings ORN Stock Holding History

Valeo Financial Advisors’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$1K – 1401
2021
Q1 		$1K Buy
+100
New +$576 ﹤0.01% 1916

Other funds holding ORN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Valeo Financial Advisors's ORN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Orion Group Holdings (ORN) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in ORN in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 76 funds tracked by Wall St. Rank hold ORN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Orion Group Holdings position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 Orion Group Holdings shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Orion Group Holdings in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Orion Group Holdings position peaked at $1K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.