AWA
ORAN

Arkadios Wealth Advisors’s Orange ORAN Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-1,500
Closed -$16K – 1853
2021
Q3 		$16K Hold
1,500
– – ﹤0.01% 1305
2021
Q2 		$17K Buy
+1,500
New +$18.7K ﹤0.01% 1364
2020
Q2 		– Sell
-2,500
Closed -$30.2K – 1171
2020
Q1 		$30.2K Hold
2,500
– – 0.02% 415
2019
Q4 		$35.8K Buy
+2,500
New +$39.3K 0.02% 357

Other funds holding ORAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's ORAN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Orange (ORAN) in Q4 2021, closing a stake of 1,500 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in ORAN in Q4 2019 and held it in 4 quarters. The position peaked at $35.8K in Q4 2019. 186 funds tracked by Wall St. Rank hold ORAN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Orange position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,500 Orange shares in Q4 2021, an estimated $16K.
  • Arkadios Wealth Advisors first reported a position in Orange in Q4 2019 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Orange position peaked at $35.8K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Orange as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.