JWM
ORAN

Jeppson Wealth Management’s Orange ORAN Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-2,650
Closed -$28K – 484
2020
Q3 		$28K Buy
+2,650
New +$30.7K 0.02% 302

Other funds holding ORAN

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jeppson Wealth Management's ORAN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Orange (ORAN) in Q4 2020, closing a stake of 2,650 shares — an estimated $28K sold.

Jeppson Wealth Management first reported a position in ORAN in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 143 funds tracked by Wall St. Rank hold ORAN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Orange position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,650 Orange shares in Q4 2020, an estimated $28K.
  • Jeppson Wealth Management first reported a position in Orange in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Orange position peaked at $28K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held Orange as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.