FFM
ORAN

Forum Financial Management’s Orange ORAN Stock Holding History

Forum Financial 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
-11,668
Closed -$134K – 968
2024
Q3 		$134K Sell
11,668
-29,883
-72% -$339K ﹤0.01% 743
2024
Q2 		$415K Hold
41,551
– – 0.01% 364
2024
Q1 		$489K Buy
41,551
+1,481
+4% +$17.3K 0.01% 331
2023
Q4 		$458K Sell
40,070
-901
-2% -$10.6K 0.01% 312
2023
Q3 		$471K Hold
40,971
– – 0.01% 299
2023
Q2 		$477K Sell
40,971
-13
-0% -$158 0.01% 306
2023
Q1 		$489K Sell
40,984
-6,014
-13% -$66.3K 0.01% 269
2022
Q4 		$464K Hold
46,998
– – 0.02% 268
2022
Q3 		$423K Hold
46,998
– – 0.02% 257
2022
Q2 		$553K Hold
46,998
– – 0.03% 209
2022
Q1 		$555K Hold
46,998
– – 0.03% 223
2021
Q4 		$496K Buy
+46,998
New +$509K 0.03% 253

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 $939M AUM 31.43% 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 $5.37B AUM 18.53% 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

Forum Financial Management's ORAN Position: Q4 2024 in Review

Forum Financial Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 11,668 shares — an estimated $134K sold.

Forum Financial Management first reported a position in ORAN in Q4 2021 and held it in 12 quarters. The position peaked at $555K in Q1 2022. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Forum Financial Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Forum Financial Management sold 11,668 Orange shares in Q4 2024, an estimated $134K.
  • Forum Financial Management first reported a position in Orange in Q4 2021 and held it in 12 quarters.
  • Forum Financial Management's Orange position peaked at $555K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

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