Envestnet Portfolio Solutions
ORAN

Envestnet Portfolio Solutions’s Orange ORAN Stock Holding History

Envestnet Portfolio Solutions’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
-28,250
Closed -$324K – 1818
2024
Q3 		$324K Buy
28,250
+2,051
+8% +$23.2K ﹤0.01% 1408
2024
Q2 		$262K Buy
26,199
+4,458
+21% +$49.6K ﹤0.01% 1453
2024
Q1 		$256K Buy
21,741
+752
+4% +$8.79K ﹤0.01% 1438
2023
Q4 		$240K Buy
20,989
+1,380
+7% +$16.2K ﹤0.01% 1408
2023
Q3 		$225K Buy
+19,609
New +$224K ﹤0.01% 1377

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

Envestnet Portfolio Solutions's ORAN Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Orange (ORAN) in Q4 2024, closing a stake of 28,250 shares — an estimated $324K sold.

Envestnet Portfolio Solutions first reported a position in ORAN in Q3 2023 and held it in 5 quarters. The position peaked at $324K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 28,250 Orange shares in Q4 2024, an estimated $324K.
  • Envestnet Portfolio Solutions first reported a position in Orange in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Orange position peaked at $324K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.