Vanguard Capital Wealth Advisors
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Vanguard Capital Wealth Advisors’s Old Republic International ORI Stock Holding History

Vanguard 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
2021
Q3 		– Sell
-9,668
Closed -$240K – 170
2021
Q2 		$240K Buy
+9,668
New +$243K 0.18% 123

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Wealth Advisors's ORI Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of Old Republic International (ORI) in Q3 2021, closing a stake of 9,668 shares — an estimated $240K sold.

Vanguard Capital Wealth Advisors first reported a position in ORI in Q2 2021 and held it in 1 quarter. The position peaked at $240K in Q2 2021. 453 funds tracked by Wall St. Rank hold ORI as of Q3 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Old Republic International position as of Q3 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 9,668 Old Republic International shares in Q3 2021, an estimated $240K.
  • Vanguard Capital Wealth Advisors first reported a position in Old Republic International in Q2 2021 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Old Republic International position peaked at $240K in Q2 2021.
  • 453 funds tracked by Wall St. Rank held Old Republic International as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.