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Aaron Wealth Advisors’s Orange ORAN Stock Holding History

Aaron Wealth Advisors’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,976
Closed -$195K – 484
2024
Q3 		$195K Buy
+16,976
New +$192K 0.02% 418
2022
Q2 		– Sell
-313
Closed -$3.7K – 884
2022
Q1 		$3.7K Buy
+313
New +$3.65K ﹤0.01% 879

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Aaron Wealth Advisors's ORAN Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Orange (ORAN) in Q4 2024, closing a stake of 16,976 shares — an estimated $195K sold.

Aaron Wealth Advisors first reported a position in ORAN in Q1 2022 and held it in 2 quarters. The position peaked at $195K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Aaron Wealth Advisors reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 16,976 Orange shares in Q4 2024, an estimated $195K.
  • Aaron Wealth Advisors first reported a position in Orange in Q1 2022 and held it in 2 quarters.
  • Aaron Wealth Advisors's Orange position peaked at $195K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.