Lenox Wealth Management’s Orange ORAN Stock Holding History

Lenox 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 Q2	$2K	Buy	+191	New	+$2.27K	﹤0.01%	658
2019 Q3	–	Sell	-80	Closed	-$1K	–	738
2019 Q2	$1K	Hold	80	–	–	﹤0.01%	658
2019 Q1	$1K	Sell	80 -1,084	-93%	-$16.8K	﹤0.01%	666
2018 Q4	$95K	Sell	1,164 -37,846	-97%	-$612K	0.03%	168
2018 Q3	$792K	Buy	+39,010	New	+$644K	0.24%	72

Other funds holding ORAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Lenox Wealth Management's ORAN Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Orange (ORAN) in Q2 2020: 191 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in ORAN as recently as Q2 2019.

Lenox Wealth Management first reported a position in ORAN in Q3 2018 and has held it in 5 quarters since. The position peaked at $792K in Q3 2018. 143 funds tracked by Wall St. Rank hold ORAN as of Q2 2020.

Lenox Wealth Management held 191 shares of Orange worth $2K as of Q2 2020.
Orange was a new Lenox Wealth Management position in Q2 2020.
Orange made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #658 holding.
Lenox Wealth Management first reported a position in Orange in Q3 2018 and has held it in 5 quarters since.
Lenox Wealth Management's Orange position peaked at $792K in Q3 2018.
143 funds tracked by Wall St. Rank held Orange as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.