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WealthTrak Capital Management’s Orion OEC Stock Holding History

WealthTrak Capital Management’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
2025
Q1 		– Sell
-20
Closed -$316 – 1077
2024
Q4 		$316 Buy
+20
New +$338 ﹤0.01% 702

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Brown Advisory
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $942M AUM 54.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrak Capital Management's OEC Position: Q1 2025 in Review

WealthTrak Capital Management sold out of Orion (OEC) in Q1 2025, closing a stake of 20 shares — an estimated $316 sold.

WealthTrak Capital Management first reported a position in OEC in Q4 2024 and held it in 1 quarter. The position peaked at $316 in Q4 2024. 199 funds tracked by Wall St. Rank hold OEC as of Q1 2025.

  • WealthTrak Capital Management reported no remaining Orion position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 20 Orion shares in Q1 2025, an estimated $316.
  • WealthTrak Capital Management first reported a position in Orion in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's Orion position peaked at $316 in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Orion as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.