IHT Wealth Management’s Orange ORAN Stock Holding History

IHT 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	-11,897	Closed	-$137K	–	1040
2023 Q3	$137K	Buy	+11,897	New	+$136K	0.01%	908
2017 Q3	–	Sell	-582	Closed	-$3	–	1544
2017 Q2	$3	Sell	582 -729	-56%	-$11.8K	﹤0.01%	1190
2017 Q1	$20K	Hold	1,311	–	–	0.01%	666
2016 Q4	$20K	Buy	+1,311	New	+$19.6K	0.02%	644

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

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

IHT Wealth Management sold out of Orange (ORAN) in Q4 2023, closing a stake of 11,897 shares — an estimated $137K sold.

IHT Wealth Management first reported a position in ORAN in Q4 2016 and held it in 4 quarters. The position peaked at $137K in Q3 2023. 213 funds tracked by Wall St. Rank hold ORAN as of Q4 2023.

IHT Wealth Management reported no remaining Orange position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 11,897 Orange shares in Q4 2023, an estimated $137K.
IHT Wealth Management first reported a position in Orange in Q4 2016 and held it in 4 quarters.
IHT Wealth Management's Orange position peaked at $137K in Q3 2023.
213 funds tracked by Wall St. Rank held Orange as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.