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WAM
Wealthspire Advisors (Maryland)’s
Old Republic International
ORI
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
ORI Stock Details
ORI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
$261K
Buy
+17,703
New
+$283K
0.01%
376
2019
Q2
–
Sell
-1,110
Closed
-$23K
–
1560
2019
Q1
$23K
Buy
1,110
+7
+0.6%
+$146
﹤0.01%
1219
2018
Q4
$23K
Sell
1,103
-32
-3%
-$685
﹤0.01%
1150
2018
Q3
$25K
Hold
1,135
–
–
﹤0.01%
1221
2018
Q2
$23K
Sell
1,135
-178
-14%
-$3.73K
﹤0.01%
1262
2018
Q1
$28K
Buy
1,313
+95
+8%
+$1.97K
﹤0.01%
1186
2017
Q4
$26K
Buy
1,218
+228
+23%
+$4.66K
﹤0.01%
1243
2017
Q3
$19K
Hold
990
–
–
﹤0.01%
1310
2017
Q2
$19K
Hold
990
–
–
﹤0.01%
1289
2017
Q1
$20K
Hold
990
–
–
﹤0.01%
1083
2016
Q4
$19K
Hold
990
–
–
﹤0.01%
1037
2016
Q3
$17K
Hold
990
–
–
﹤0.01%
1108
2016
Q2
$19K
Hold
990
–
–
﹤0.01%
1009
2016
Q1
$18K
Hold
990
–
–
﹤0.01%
1003
2015
Q4
$18K
Buy
+990
New
+$17.8K
﹤0.01%
1001
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$481B AUM
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1-Year Est. Return
HCM
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$4.45B AUM
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1-Year Est. Return
VNIM
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$9.96B AUM
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$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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