BHPW
ORAN

Beverly Hills Private Wealth’s Orange ORAN Stock Holding History

Beverly Hills Private Wealth’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
-15,215
Closed -$175K – 357
2024
Q3 		$175K Sell
15,215
-3,798
-20% -$43K 0.04% 326
2024
Q2 		$190K Sell
19,013
-1,518
-7% -$16.9K 0.04% 336
2024
Q1 		$242K Buy
20,531
+1,692
+9% +$19.8K 0.06% 309
2023
Q4 		$215K Sell
18,839
-2,941
-14% -$34.5K 0.06% 309
2023
Q3 		$250K Sell
21,780
-45,430
-68% -$519K 0.07% 249
2023
Q2 		$743K Buy
67,210
+45,700
+212% +$555K 0.12% 183
2023
Q1 		$257K Buy
21,510
+3,841
+22% +$42.4K 0.08% 236
2022
Q4 		$175K Buy
+17,669
New +$171K 0.08% 218

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

Beverly Hills Private Wealth's ORAN Position: Q4 2024 in Review

Beverly Hills Private Wealth sold out of Orange (ORAN) in Q4 2024, closing a stake of 15,215 shares — an estimated $175K sold.

Beverly Hills Private Wealth first reported a position in ORAN in Q4 2022 and held it in 8 quarters. The position peaked at $743K in Q2 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Beverly Hills Private Wealth reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 15,215 Orange shares in Q4 2024, an estimated $175K.
  • Beverly Hills Private Wealth first reported a position in Orange in Q4 2022 and held it in 8 quarters.
  • Beverly Hills Private Wealth's Orange position peaked at $743K in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.