Carson Wealth (CWM LLC)
ORAN

Carson Wealth (CWM LLC)’s Orange ORAN Stock Holding History

Carson Wealth (CWM LLC)’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
-2,485
Closed -$29K – 5268
2024
Q3 		$29K Sell
2,485
-509
-17% -$5.77K ﹤0.01% 3131
2024
Q2 		$30K Sell
2,994
-59
-2% -$657 ﹤0.01% 2845
2024
Q1 		$36K Sell
3,053
-533
-15% -$6.23K ﹤0.01% 2527
2023
Q4 		$41K Buy
3,586
+1,244
+53% +$14.6K ﹤0.01% 2310
2023
Q3 		$27K Sell
2,342
-385
-14% -$4.4K ﹤0.01% 2491
2023
Q2 		$32K Sell
2,727
-63
-2% -$766 ﹤0.01% 2331
2023
Q1 		$33K Buy
2,790
+860
+45% +$9.49K ﹤0.01% 2169
2022
Q4 		$19K Sell
1,930
-374
-16% -$3.61K ﹤0.01% 2428
2022
Q3 		$21K Buy
2,304
+596
+35% +$6.09K ﹤0.01% 2203
2022
Q2 		$20K Buy
1,708
+72
+4% +$863 ﹤0.01% 2134
2022
Q1 		$19K Sell
1,636
-20
-1% -$233 ﹤0.01% 2122
2021
Q4 		$17K Buy
+1,656
New +$17.9K ﹤0.01% 2092
2021
Q2 		$1K Hold
111
– – ﹤0.01% 2881
2021
Q1 		$1K Hold
111
– – ﹤0.01% 2880
2020
Q4 		$1K Hold
111
– – ﹤0.01% 2880
2020
Q3 		$1K Hold
111
– – ﹤0.01% 2877
2020
Q2 		$1K Hold
111
– – ﹤0.01% 2877
2020
Q1 		$1K Hold
111
– – ﹤0.01% 2874
2019
Q4 		$1K Hold
111
– – ﹤0.01% 2874
2019
Q3 		$1K Hold
111
– – ﹤0.01% 2874
2019
Q2 		$1K Hold
111
– – ﹤0.01% 2874
2019
Q1 		$1K Buy
+111
New +$1.72K ﹤0.01% 2872
2018
Q1 		– Sell
-1,229
Closed -$21K – 1561
2017
Q4 		$21K Buy
+1,229
New +$20.5K ﹤0.01% 694
2016
Q1 		– Sell
-100
Closed -$2K – 820
2015
Q4 		$2K Hold
100
– – ﹤0.01% 611
2015
Q3 		$2K Buy
+100
New +$1.59K ﹤0.01% 591

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 $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 $16.5B AUM 19.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORAN Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of Orange (ORAN) in Q4 2024, closing a stake of 2,485 shares — an estimated $29K sold.

Carson Wealth (CWM LLC) first reported a position in ORAN in Q3 2015 and held it in 25 quarters. The position peaked at $41K in Q4 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,485 Orange shares in Q4 2024, an estimated $29K.
  • Carson Wealth (CWM LLC) first reported a position in Orange in Q3 2015 and held it in 25 quarters.
  • Carson Wealth (CWM LLC)'s Orange position peaked at $41K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.