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Wealthspire Advisors (Maryland)’s Orion Group Holdings ORN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-181
Closed -$1K – 1529
2019
Q1 		$1K Hold
181
– – ﹤0.01% 2365
2018
Q4 		$1K Buy
181
+7
+4% +$35 ﹤0.01% 2304
2018
Q3 		$1K Hold
174
– – ﹤0.01% 2306
2018
Q2 		$1K Buy
174
+2
+1% +$15 ﹤0.01% 2340
2018
Q1 		$1K Hold
172
– – ﹤0.01% 2373
2017
Q4 		$1K Buy
+172
New +$1.28K ﹤0.01% 2317

Other funds holding ORN

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ORN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Orion Group Holdings (ORN) in Q2 2019, closing a stake of 181 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ORN in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 71 funds tracked by Wall St. Rank hold ORN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Orion Group Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 181 Orion Group Holdings shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Orion Group Holdings in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Orion Group Holdings position peaked at $1K in Q1 2019.
  • 71 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.