EWA
ORAN

EverSource Wealth Advisors’s Orange ORAN Stock Holding History

EverSource Wealth Advisors’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
-6,595
Closed -$75.7K – 3837
2024
Q3 		$75.7K Sell
6,595
-3,202
-33% -$36.3K ﹤0.01% 892
2024
Q2 		$109K Sell
9,797
-1,513
-13% -$16.8K 0.01% 760
2024
Q1 		$125K Buy
11,310
+3,033
+37% +$35.5K 0.01% 628
2023
Q4 		$94.6K Buy
8,277
+965
+13% +$11.3K 0.01% 660
2023
Q3 		$84K Buy
7,312
+437
+6% +$5K 0.01% 633
2023
Q2 		$80K Buy
6,875
+86
+1% +$1.04K 0.01% 659
2023
Q1 		$81K Buy
6,789
+650
+11% +$7.17K 0.01% 618
2022
Q4 		$60.7K Buy
6,139
+4,897
+394% +$47.3K 0.01% 688
2022
Q3 		$11K Buy
1,242
+1,027
+478% +$10.5K ﹤0.01% 1117
2022
Q2 		$3K Hold
215
– – ﹤0.01% 1452
2022
Q1 		$3K Hold
215
– – ﹤0.01% 1471
2021
Q4 		$2K Buy
+215
New +$2.33K ﹤0.01% 1653

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

EverSource Wealth Advisors's ORAN Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Orange (ORAN) in Q4 2024, closing a stake of 6,595 shares — an estimated $75.7K sold.

EverSource Wealth Advisors first reported a position in ORAN in Q4 2021 and held it in 12 quarters. The position peaked at $125K in Q1 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 6,595 Orange shares in Q4 2024, an estimated $75.7K.
  • EverSource Wealth Advisors first reported a position in Orange in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Orange position peaked at $125K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.