IAG Wealth Partners’s Orange ORAN Stock Holding History

IAG Wealth Partners’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
2021 Q4	–	Sell	-480	Closed	-$6K	–	435
2021 Q3	$6K	Buy	+480	New	+$5.4K	﹤0.01%	319

Other funds holding ORAN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCDDQ

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

MAP

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BIP

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

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

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

IAG Wealth Partners's ORAN Position: Q4 2021 in Review

IAG Wealth Partners sold out of Orange (ORAN) in Q4 2021, closing a stake of 480 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in ORAN in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 186 funds tracked by Wall St. Rank hold ORAN as of Q4 2021.

IAG Wealth Partners reported no remaining Orange position as of Q4 2021 after selling out during the quarter.
IAG Wealth Partners sold 480 Orange shares in Q4 2021, an estimated $6K.
IAG Wealth Partners first reported a position in Orange in Q3 2021 and held it in 1 quarter.
IAG Wealth Partners's Orange position peaked at $6K in Q3 2021.
186 funds tracked by Wall St. Rank held Orange as of Q4 2021.

Based on IAG Wealth Partners's 13F filing for Q4 2021, filed 14 Feb 2022.