ISWM
ORAN

Independent Solutions Wealth Management’s Orange ORAN Stock Holding History

Independent Solutions 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
2021
Q3 		– Sell
-12,259
Closed -$140K – 216
2021
Q2 		$140K Buy
+12,259
New +$153K 0.03% 202

Other funds holding ORAN

Bank of America
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Solutions Wealth Management's ORAN Position: Q3 2021 in Review

Independent Solutions Wealth Management sold out of Orange (ORAN) in Q3 2021, closing a stake of 12,259 shares — an estimated $140K sold.

Independent Solutions Wealth Management first reported a position in ORAN in Q2 2021 and held it in 1 quarter. The position peaked at $140K in Q2 2021. 166 funds tracked by Wall St. Rank hold ORAN as of Q3 2021.

  • Independent Solutions Wealth Management reported no remaining Orange position as of Q3 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 12,259 Orange shares in Q3 2021, an estimated $140K.
  • Independent Solutions Wealth Management first reported a position in Orange in Q2 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Orange position peaked at $140K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held Orange as of Q3 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2021, filed 19 Dec 2024.