Focused Wealth Management’s Orange ORAN Stock Holding History

Focused Wealth 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
2023 Q4	–	Sell	-614	Closed	-$7.05K	–	1107
2023 Q3	$7.05K	Hold	614	–	–	﹤0.01%	588
2023 Q2	$7.15K	Hold	614	–	–	﹤0.01%	612
2023 Q1	$7.33K	Hold	614	–	–	﹤0.01%	593
2022 Q4	$6.07K	Hold	614	–	–	﹤0.01%	613
2022 Q3	$6K	Hold	614	–	–	﹤0.01%	608
2022 Q2	$7K	Hold	614	–	–	﹤0.01%	572
2022 Q1	$7K	Hold	614	–	–	﹤0.01%	623
2021 Q4	$6K	Hold	614	–	–	﹤0.01%	682
2021 Q3	$7K	Hold	614	–	–	﹤0.01%	675
2021 Q2	$7K	Hold	614	–	–	﹤0.01%	678
2021 Q1	$8K	Hold	614	–	–	﹤0.01%	645
2020 Q4	$7K	Hold	614	–	–	﹤0.01%	622
2020 Q3	$6K	Hold	614	–	–	﹤0.01%	593
2020 Q2	$7K	Hold	614	–	–	﹤0.01%	548
2020 Q1	$7K	Hold	614	–	–	﹤0.01%	499
2019 Q4	$9K	Hold	614	–	–	﹤0.01%	514
2019 Q3	$10K	Hold	614	–	–	﹤0.01%	491
2019 Q2	$10K	Hold	614	–	–	﹤0.01%	522
2019 Q1	$10K	Hold	614	–	–	﹤0.01%	475
2018 Q4	$10K	Hold	614	–	–	﹤0.01%	462
2018 Q3	$10K	Hold	614	–	–	﹤0.01%	456
2018 Q2	$10K	Hold	614	–	–	﹤0.01%	457
2018 Q1	$10K	Hold	614	–	–	﹤0.01%	486
2017 Q4	$11K	Hold	614	–	–	﹤0.01%	455
2017 Q3	$10K	Hold	614	–	–	﹤0.01%	441
2017 Q2	$10K	Hold	614	–	–	﹤0.01%	477
2017 Q1	$10K	Hold	614	–	–	﹤0.01%	467
2016 Q4	$9K	Hold	614	–	–	﹤0.01%	485
2016 Q3	$10K	Hold	614	–	–	﹤0.01%	450
2016 Q2	$10K	Hold	614	–	–	﹤0.01%	444
2016 Q1	$11K	Hold	614	–	–	0.01%	391
2015 Q4	$10K	Hold	614	–	–	0.01%	413
2015 Q3	$9K	Hold	614	–	–	0.01%	423
2015 Q2	$9K	Sell	614 -593	-49%	-$9.57K	0.01%	427
2015 Q1	$19K	Hold	1,207	–	–	0.01%	328
2014 Q4	$20K	Hold	1,207	–	–	0.01%	314
2014 Q3	$18K	Hold	1,207	–	–	0.01%	336
2014 Q2	$19K	Hold	1,207	–	–	0.01%	321
2014 Q1	$18K	Hold	1,207	–	–	0.02%	306
2013 Q4	$15K	Hold	1,207	–	–	0.01%	344
2013 Q3	$15K	Buy	+1,207	New	+$12.6K	0.01%	323

Other funds holding ORAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Focused Wealth Management's ORAN Position: Q4 2023 in Review

Focused Wealth Management sold out of Orange (ORAN) in Q4 2023, closing a stake of 614 shares — an estimated $7.05K sold.

Focused Wealth Management first reported a position in ORAN in Q3 2013 and held it in 41 quarters. The position peaked at $20K in Q4 2014. 213 funds tracked by Wall St. Rank hold ORAN as of Q4 2023.

Focused Wealth Management reported no remaining Orange position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 614 Orange shares in Q4 2023, an estimated $7.05K.
Focused Wealth Management first reported a position in Orange in Q3 2013 and held it in 41 quarters.
Focused Wealth Management's Orange position peaked at $20K in Q4 2014.
213 funds tracked by Wall St. Rank held Orange as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.