EWA
ORAN

Evolution Wealth Advisors’s Orange ORAN Stock Holding History

Evolution 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
2020
Q1 		– Sell
-394
Closed -$6K – 664
2019
Q4 		$6K Buy
+394
New +$6.19K ﹤0.01% 387

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Evolution Wealth Advisors's ORAN Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Orange (ORAN) in Q1 2020, closing a stake of 394 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in ORAN in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 158 funds tracked by Wall St. Rank hold ORAN as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Orange position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 394 Orange shares in Q1 2020, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Orange in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Orange position peaked at $6K in Q4 2019.
  • 158 funds tracked by Wall St. Rank held Orange as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.