CPG
ORAN

Cornerstone Planning Group’s Orange ORAN Stock Holding History

Cornerstone Planning Group’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
-248
Closed -$2.69K – 1510
2024
Q3 		$2.69K Buy
248
+35
+16% +$397 ﹤0.01% 706
2024
Q2 		$2.37K Buy
+213
New +$2.37K ﹤0.01% 724

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

Cornerstone Planning Group's ORAN Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Orange (ORAN) in Q4 2024, closing a stake of 248 shares — an estimated $2.69K sold.

Cornerstone Planning Group first reported a position in ORAN in Q2 2024 and held it in 2 quarters. The position peaked at $2.69K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 248 Orange shares in Q4 2024, an estimated $2.69K.
  • Cornerstone Planning Group first reported a position in Orange in Q2 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Orange position peaked at $2.69K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.