CIA
ORAN

Cape Investment Advisory’s Orange ORAN Stock Holding History

Cape Investment Advisory’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
-234
Closed -$2.69K – 1173
2024
Q3 		$2.69K Hold
234
– – ﹤0.01% 792
2024
Q2 		$2.34K Hold
234
– – ﹤0.01% 772
2024
Q1 		$2.75K Buy
234
+71
+44% +$830 ﹤0.01% 735
2023
Q4 		$1.86K Hold
163
– – ﹤0.01% 935
2023
Q3 		$1.87K Hold
163
– – ﹤0.01% 792
2023
Q2 		$1.9K Buy
163
+49
+43% +$595 ﹤0.01% 777
2023
Q1 		$1.36K Buy
+114
New +$1.26K ﹤0.01% 854

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 $1.02B AUM 30.07% 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 $6.03B AUM 24.5% 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 $18.1B AUM 24.63% 1-Year Est. Return

Cape Investment Advisory's ORAN Position: Q4 2024 in Review

Cape Investment Advisory sold out of Orange (ORAN) in Q4 2024, closing a stake of 234 shares — an estimated $2.69K sold.

Cape Investment Advisory first reported a position in ORAN in Q1 2023 and held it in 7 quarters. The position peaked at $2.75K in Q1 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Cape Investment Advisory reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 234 Orange shares in Q4 2024, an estimated $2.69K.
  • Cape Investment Advisory first reported a position in Orange in Q1 2023 and held it in 7 quarters.
  • Cape Investment Advisory's Orange position peaked at $2.75K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Cape Investment Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.