Lenox Wealth Advisors’s Orange ORAN Stock Holding History

Lenox Wealth Advisors’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	-1,000	Closed	-$10K	–	690
2020 Q3	$10K	Hold	1,000	–	–	﹤0.01%	376
2020 Q2	$12K	Hold	1,000	–	–	﹤0.01%	360
2020 Q1	$12K	Hold	1,000	–	–	﹤0.01%	326
2019 Q4	$15K	Hold	1,000	–	–	﹤0.01%	370
2019 Q3	$16K	Hold	1,000	–	–	﹤0.01%	318
2019 Q2	$16K	Sell	1,000 -204	-17%	-$3.22K	﹤0.01%	238
2019 Q1	$20K	Buy	1,204 +204	+20%	+$3.16K	﹤0.01%	202
2018 Q4	$16K	Hold	1,000	–	–	﹤0.01%	215
2018 Q3	$16K	Hold	1,000	–	–	﹤0.01%	228
2018 Q2	$17K	Hold	1,000	–	–	﹤0.01%	283
2018 Q1	$17K	Buy	+1,000	New	+$17.4K	﹤0.01%	290

Other funds holding ORAN

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lenox Wealth Advisors's ORAN Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Orange (ORAN) in Q4 2020, closing a stake of 1,000 shares — an estimated $10K sold.

Lenox Wealth Advisors first reported a position in ORAN in Q1 2018 and held it in 11 quarters. The position peaked at $20K in Q1 2019. 143 funds tracked by Wall St. Rank hold ORAN as of Q4 2020.

Lenox Wealth Advisors reported no remaining Orange position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 1,000 Orange shares in Q4 2020, an estimated $10K.
Lenox Wealth Advisors first reported a position in Orange in Q1 2018 and held it in 11 quarters.
Lenox Wealth Advisors's Orange position peaked at $20K in Q1 2019.
143 funds tracked by Wall St. Rank held Orange as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.