Creative Planning
ORAN

Creative Planning’s Orange ORAN Stock Holding History

Creative Planning’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
-98,569
Closed -$1.13M – 3707
2024
Q3 		$1.13M Buy
98,569
+19,492
+25% +$221K ﹤0.01% 1428
2024
Q2 		$790K Buy
79,077
+16,113
+26% +$179K ﹤0.01% 1592
2024
Q1 		$741K Buy
62,964
+3,192
+5% +$37.3K ﹤0.01% 1557
2023
Q4 		$683K Buy
59,772
+14,548
+32% +$171K ﹤0.01% 1484
2023
Q3 		$520K Sell
45,224
-12,055
-21% -$138K ﹤0.01% 1547
2023
Q2 		$667K Buy
57,279
+26,542
+86% +$323K ﹤0.01% 1380
2023
Q1 		$367K Buy
30,737
+11,485
+60% +$127K ﹤0.01% 1668
2022
Q4 		$190K Buy
19,252
+1,960
+11% +$18.9K ﹤0.01% 2033
2022
Q3 		$155K Buy
+17,292
New +$177K ﹤0.01% 1966
2021
Q2 		– Sell
-11,669
Closed -$144K – 2650
2021
Q1 		$144K Buy
11,669
+1,051
+10% +$12.7K ﹤0.01% 2179
2020
Q4 		$126K Buy
+10,618
New +$124K ﹤0.01% 1995
2017
Q3 		– Sell
-6,348
Closed -$101K – 3837
2017
Q2 		$101K Sell
6,348
-157
-2% -$2.55K ﹤0.01% 1991
2017
Q1 		$101K Buy
6,505
+564
+9% +$8.76K ﹤0.01% 1959
2016
Q4 		$90K Buy
5,941
+355
+6% +$5.3K ﹤0.01% 1942
2016
Q3 		$87K Sell
5,586
-14,082
-72% -$217K ﹤0.01% 1951
2016
Q2 		$323K Buy
19,668
+7,782
+65% +$130K ﹤0.01% 1000
2016
Q1 		$207K Sell
11,886
-4,862
-29% -$83.9K ﹤0.01% 1197
2015
Q4 		$279K Sell
16,748
-4,520
-21% -$75.9K ﹤0.01% 1030
2015
Q3 		$322K Sell
21,268
-493
-2% -$7.85K ﹤0.01% 934
2015
Q2 		$334K Buy
21,761
+718
+3% +$11.6K ﹤0.01% 771
2015
Q1 		$337K Buy
21,043
+8,138
+63% +$140K ﹤0.01% 935
2014
Q4 		$218K Sell
12,905
-4,450
-26% -$70.6K ﹤0.01% 1093
2014
Q3 		$256K Buy
17,355
+6,374
+58% +$96.8K ﹤0.01% 943
2014
Q2 		$174K Sell
10,981
-1,714
-14% -$27.4K ﹤0.01% 1105
2014
Q1 		$186K Buy
12,695
+4,302
+51% +$56.1K ﹤0.01% 1033
2013
Q4 		$104K Buy
8,393
+1,873
+29% +$24.2K ﹤0.01% 1177
2013
Q3 		$82K Buy
+6,520
New +$68.2K ﹤0.01% 1236

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 $434M AUM 29.17% 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

Creative Planning's ORAN Position: Q4 2024 in Review

Creative Planning sold out of Orange (ORAN) in Q4 2024, closing a stake of 98,569 shares — an estimated $1.13M sold.

Creative Planning first reported a position in ORAN in Q3 2013 and held it in 27 quarters. The position peaked at $1.13M in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Creative Planning reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 98,569 Orange shares in Q4 2024, an estimated $1.13M.
  • Creative Planning first reported a position in Orange in Q3 2013 and held it in 27 quarters.
  • Creative Planning's Orange position peaked at $1.13M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.