Envestnet Asset Management
ORAN

Envestnet Asset Management’s Orange ORAN Stock Holding History

Envestnet Asset Management’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
-391,196
Closed -$4.49M – 4454
2024
Q3 		$4.49M Buy
391,196
+24,421
+7% +$277K ﹤0.01% 2162
2024
Q2 		$3.66M Sell
366,775
-196,841
-35% -$2.19M ﹤0.01% 2235
2024
Q1 		$6.63M Sell
563,616
-23,799
-4% -$278K ﹤0.01% 1787
2023
Q4 		$6.71M Sell
587,415
-11,951
-2% -$140K ﹤0.01% 1700
2023
Q3 		$6.89M Sell
599,366
-85,712
-13% -$980K ﹤0.01% 1608
2023
Q2 		$7.97M Sell
685,078
-2,738,593
-80% -$33.3M ﹤0.01% 1428
2023
Q1 		$4.61M Buy
3,423,671
+3,121,497
+1,033% +$34.4M ﹤0.01% 1691
2022
Q4 		$2.99M Sell
302,174
-10,724
-3% -$104K ﹤0.01% 1906
2022
Q3 		$2.81M Buy
312,898
+44,598
+17% +$455K ﹤0.01% 1873
2022
Q2 		$3.16M Buy
268,300
+39,405
+17% +$472K ﹤0.01% 1803
2022
Q1 		$2.71M Buy
228,895
+31,822
+16% +$371K ﹤0.01% 2019
2021
Q4 		$2.08M Buy
197,073
+29,318
+17% +$318K ﹤0.01% 2145
2021
Q3 		$1.82M Sell
167,755
-214
-0.1% -$2.41K ﹤0.01% 2146
2021
Q2 		$1.92M Buy
167,969
+1,112
+0.7% +$13.9K ﹤0.01% 2084
2021
Q1 		$2.06M Buy
166,857
+17,466
+12% +$211K ﹤0.01% 1919
2020
Q4 		$1.77M Sell
149,391
-21,403
-13% -$250K ﹤0.01% 1830
2020
Q3 		$1.77M Sell
170,794
-2,440
-1% -$28.2K ﹤0.01% 1688
2020
Q2 		$2.06M Buy
173,234
+36,820
+27% +$439K ﹤0.01% 1558
2020
Q1 		$1.65M Buy
136,414
+2,948
+2% +$40K ﹤0.01% 1526
2019
Q4 		$1.95M Buy
133,466
+18,420
+16% +$289K ﹤0.01% 1622
2019
Q3 		$1.79M Sell
115,046
-371,252
-76% -$5.6M ﹤0.01% 1609
2019
Q2 		$7.64M Buy
486,298
+33,316
+7% +$526K 0.01% 837
2019
Q1 		$7.38M Buy
452,982
+59,511
+15% +$923K 0.01% 824
2018
Q4 		$6.37M Buy
+393,471
New +$6.36M 0.01% 787
2018
Q3 		– Sell
-177,153
Closed -$2.95M – 2717
2018
Q2 		$2.95M Sell
177,153
-4,333
-2% -$75.5K 0.01% 678
2018
Q1 		$3.1M Sell
181,486
-143,158
-44% -$2.49M 0.01% 550
2017
Q4 		$5.65M Sell
324,644
-14,527
-4% -$243K 0.01% 549
2017
Q3 		$5.57M Sell
339,171
-12,122
-3% -$202K 0.01% 514
2017
Q2 		$5.61M Sell
351,293
-27,290
-7% -$443K 0.02% 530
2017
Q1 		$5.88M Sell
378,583
-56
-0% -$870 0.02% 514
2016
Q4 		$5.73M Sell
378,639
-20,980
-5% -$313K 0.02% 495
2016
Q3 		$6.23M Sell
399,619
-1,978
-0.5% -$30.5K 0.02% 501
2016
Q2 		$6.59M Buy
401,597
+134,479
+50% +$2.25M 0.03% 533
2016
Q1 		$4.64M Sell
267,118
-24,129
-8% -$416K 0.02% 621
2015
Q4 		$4.84M Sell
291,247
-7,862
-3% -$132K 0.02% 587
2015
Q3 		$4.52M Sell
299,109
-30,735
-9% -$489K 0.02% 596
2015
Q2 		$5.07M Buy
+329,844
New +$5.32M 0.02% 594
2014
Q4 		– Sell
-3,747
Closed -$55K – 2747
2014
Q3 		$55K Buy
3,747
+78
+2% +$1.19K ﹤0.01% 1490
2014
Q2 		$58K Sell
3,669
-15,041
-80% -$241K ﹤0.01% 1386
2014
Q1 		$275K Buy
18,710
+2,517
+16% +$32.8K ﹤0.01% 812
2013
Q4 		$200K Sell
16,193
-1,133
-7% -$14.7K ﹤0.01% 825
2013
Q3 		$217K Buy
+17,326
New +$181K ﹤0.01% 774

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 $8.02B AUM 45.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management's ORAN Position: Q4 2024 in Review

Envestnet Asset Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 391,196 shares — an estimated $4.49M sold.

Envestnet Asset Management first reported a position in ORAN in Q3 2013 and held it in 42 quarters. The position peaked at $7.97M in Q2 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Envestnet Asset Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 391,196 Orange shares in Q4 2024, an estimated $4.49M.
  • Envestnet Asset Management first reported a position in Orange in Q3 2013 and held it in 42 quarters.
  • Envestnet Asset Management's Orange position peaked at $7.97M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Envestnet Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.