Berman Capital Advisors’s Orange ORAN Stock Holding History

Berman Capital 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 Q3	$2K	Sell	257 -211	-45%	-$2.37K	﹤0.01%	1762
2021 Q2	$5K	Hold	468	–	–	﹤0.01%	1371
2021 Q1	$5K	Hold	468	–	–	﹤0.01%	1299
2020 Q4	$5K	Sell	468 -30	-6%	-$351	﹤0.01%	1184
2020 Q3	$5K	Buy	498 +308	+162%	+$3.56K	﹤0.01%	1069
2020 Q2	$2K	Buy	190 +57	+43%	+$679	﹤0.01%	1338
2020 Q1	$1K	Buy	133 +87	+189%	+$1.18K	﹤0.01%	1405
2019 Q4	$0	Hold	46	–	–	﹤0.01%	1568
2019 Q3	$0	Sell	46 -131	-74%	-$1.98K	﹤0.01%	1607
2019 Q2	$2K	Buy	177 +15	+9%	+$237	﹤0.01%	1255
2019 Q1	$2K	Sell	162 -44	-21%	-$682	﹤0.01%	1148
2018 Q4	$2K	Buy	+206	New	+$3.33K	﹤0.01%	919

Other funds holding ORAN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIP

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Berman Capital Advisors's ORAN Position: Q3 2021 in Review

Berman Capital Advisors reduced its Orange (ORAN) stake by 45% in Q3 2021, selling an estimated $2.37K and leaving 257 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Berman Capital Advisors first reported a position in ORAN in Q4 2018 and has held it in 12 quarters since. The position peaked at $5K in Q2 2021. 166 funds tracked by Wall St. Rank hold ORAN as of Q3 2021.

Berman Capital Advisors held 257 shares of Orange worth $2K as of Q3 2021.
Berman Capital Advisors sold 211 Orange shares in Q3 2021, an estimated $2.37K.
Orange made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1762 holding.
Berman Capital Advisors first reported a position in Orange in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Orange position peaked at $5K in Q2 2021.
166 funds tracked by Wall St. Rank held Orange as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.