Bartlett & Co Wealth Management’s Orange ORAN Stock Holding History

Bartlett & Co Wealth Management’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 Q2	–	Sell	-500	Closed	-$5.88K	–	1178
2024 Q1	$5.88K	Hold	500	–	–	﹤0.01%	959
2023 Q4	$5.73K	Hold	500	–	–	﹤0.01%	1065
2023 Q3	$5.75K	Buy	+500	New	+$5.72K	﹤0.01%	978
2022 Q4	–	Sell	-2,185	Closed	-$19.6K	–	1200
2022 Q3	$19.6K	Hold	2,185	–	–	﹤0.01%	708
2022 Q2	$25.7K	Hold	2,185	–	–	﹤0.01%	686
2022 Q1	$25.8K	Buy	+2,185	New	+$25.5K	﹤0.01%	693

Other funds holding ORAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bartlett & Co Wealth Management's ORAN Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of Orange (ORAN) in Q2 2024, closing a stake of 500 shares — an estimated $5.88K sold.

Bartlett & Co Wealth Management first reported a position in ORAN in Q1 2022 and held it in 6 quarters. The position peaked at $25.8K in Q1 2022. 213 funds tracked by Wall St. Rank hold ORAN as of Q2 2024.

Bartlett & Co Wealth Management reported no remaining Orange position as of Q2 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 500 Orange shares in Q2 2024, an estimated $5.88K.
Bartlett & Co Wealth Management first reported a position in Orange in Q1 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's Orange position peaked at $25.8K in Q1 2022.
213 funds tracked by Wall St. Rank held Orange as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.