WealthStone’s Orion OEC Stock Holding History

WealthStone’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$204K	Hold	10,361	–	–	0.07%	251
2020 Q4	$178K	Hold	10,361	–	–	0.06%	229
2020 Q3	$130K	Buy	+10,361	New	+$124K	0.06%	177

Other funds holding OEC

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return

WealthStone's OEC Position: Q1 2021 in Review

WealthStone held its Orion (OEC) position steady in Q1 2021 at 10,361 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #251.

WealthStone first reported a position in OEC in Q3 2020 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold OEC as of Q1 2021.

WealthStone held 10,361 shares of Orion worth $204K as of Q1 2021.
WealthStone left its Orion share count unchanged in Q1 2021.
Orion made up 0.07% of WealthStone's portfolio in Q1 2021, its #251 holding.
WealthStone first reported a position in Orion in Q3 2020 and has held it in 3 quarters since.
138 funds tracked by Wall St. Rank held Orion as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.