IWC
ORAN

Integrated Wealth Concepts’s Orange ORAN Stock Holding History

Integrated Wealth Concepts’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
-15,856
Closed -$182K – 1805
2024
Q3 		$182K Sell
15,856
-497
-3% -$5.63K ﹤0.01% 1568
2024
Q2 		$163K Sell
16,353
-149
-0.9% -$1.66K ﹤0.01% 1550
2024
Q1 		$194K Sell
16,502
-729
-4% -$8.52K ﹤0.01% 1527
2023
Q4 		$197K Sell
17,231
-25,991
-60% -$305K ﹤0.01% 1468
2023
Q3 		$497K Buy
43,222
+1,593
+4% +$18.2K 0.01% 984
2023
Q2 		$485K Buy
41,629
+1,471
+4% +$17.9K 0.01% 991
2023
Q1 		$479K Buy
+40,158
New +$443K 0.01% 869

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 $434M AUM 29.17% 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

Integrated Wealth Concepts's ORAN Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Orange (ORAN) in Q4 2024, closing a stake of 15,856 shares — an estimated $182K sold.

Integrated Wealth Concepts first reported a position in ORAN in Q1 2023 and held it in 7 quarters. The position peaked at $497K in Q3 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,856 Orange shares in Q4 2024, an estimated $182K.
  • Integrated Wealth Concepts first reported a position in Orange in Q1 2023 and held it in 7 quarters.
  • Integrated Wealth Concepts's Orange position peaked at $497K in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.