AF
ORAN

Allworth Financial’s Orange ORAN Stock Holding History

Allworth Financial’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
-1,467
Closed -$16.8K – 4087
2024
Q3 		$16.8K Sell
1,467
-740
-34% -$8.39K ﹤0.01% 2020
2024
Q2 		$24.4K Buy
2,207
+1,003
+83% +$11.2K ﹤0.01% 1754
2024
Q1 		$14.2K Sell
1,204
-32
-3% -$374 ﹤0.01% 1957
2023
Q4 		$14.1K Sell
1,236
-361
-23% -$4.24K ﹤0.01% 1839
2023
Q3 		$18.4K Buy
1,597
+1,093
+217% +$12.5K ﹤0.01% 1585
2023
Q2 		$5.87K Hold
504
– – ﹤0.01% 2038
2023
Q1 		$6.01K Hold
504
– – ﹤0.01% 1970
2022
Q4 		$4.98K Buy
504
+444
+740% +$4.29K ﹤0.01% 1897
2022
Q3 		$1K Sell
60
-50
-45% -$511 ﹤0.01% 2577
2022
Q2 		$1K Buy
+110
New +$1.32K ﹤0.01% 2311
2018
Q4 		– Sell
-204
Closed -$3K – 954
2018
Q3 		$3K Sell
204
-113
-36% -$1.86K ﹤0.01% 765
2018
Q2 		$5K Buy
+317
New +$5.52K ﹤0.01% 653

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Allworth Financial's ORAN Position: Q4 2024 in Review

Allworth Financial sold out of Orange (ORAN) in Q4 2024, closing a stake of 1,467 shares — an estimated $16.8K sold.

Allworth Financial first reported a position in ORAN in Q2 2018 and held it in 12 quarters. The position peaked at $24.4K in Q2 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Allworth Financial reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Allworth Financial sold 1,467 Orange shares in Q4 2024, an estimated $16.8K.
  • Allworth Financial first reported a position in Orange in Q2 2018 and held it in 12 quarters.
  • Allworth Financial's Orange position peaked at $24.4K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Allworth Financial's 13F filing for Q4 2024, filed 30 Jan 2025.