IWP
ORAN

Icon Wealth Partners’s Orange ORAN Stock Holding History

Icon 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
2019
Q2 		– Sell
-562
Closed -$9K – 809
2019
Q1 		$9K Buy
+562
New +$8.71K ﹤0.01% 693
2018
Q3 		– Sell
-1,299
Closed -$22K – 750
2018
Q2 		$22K Buy
+1,299
New +$22.6K 0.01% 573
2018
Q1 		– Sell
-4,813
Closed -$84K – 763
2017
Q4 		$84K Buy
+4,813
New +$80.4K 0.04% 307

Other funds holding ORAN

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Icon Wealth Partners's ORAN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Orange (ORAN) in Q2 2019, closing a stake of 562 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in ORAN in Q4 2017 and held it in 3 quarters. The position peaked at $84K in Q4 2017. 178 funds tracked by Wall St. Rank hold ORAN as of Q2 2019.

  • Icon Wealth Partners reported no remaining Orange position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 562 Orange shares in Q2 2019, an estimated $9K.
  • Icon Wealth Partners first reported a position in Orange in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Orange position peaked at $84K in Q4 2017.
  • 178 funds tracked by Wall St. Rank held Orange as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.