LWL
ORAN

Leo Wealth LLC’s Orange ORAN Stock Holding History

Leo Wealth LLC’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
-106,842
Closed -$1.23M – 390
2024
Q3 		$1.23M Buy
106,842
+7,890
+8% +$89.4K 0.11% 138
2024
Q2 		$989K Buy
98,952
+653
+0.7% +$7.27K 0.1% 146
2024
Q1 		$1.16M Sell
98,299
-8,811
-8% -$103K 0.12% 133
2023
Q4 		$1.22M Buy
+107,110
New +$1.26M 0.13% 122

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 $1.02B AUM 30.07% 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 $6.03B AUM 24.5% 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 $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Leo Wealth LLC's ORAN Position: Q4 2024 in Review

Leo Wealth LLC sold out of Orange (ORAN) in Q4 2024, closing a stake of 106,842 shares — an estimated $1.23M sold.

Leo Wealth LLC first reported a position in ORAN in Q4 2023 and held it in 4 quarters. The position peaked at $1.23M in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Leo Wealth LLC reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 106,842 Orange shares in Q4 2024, an estimated $1.23M.
  • Leo Wealth LLC first reported a position in Orange in Q4 2023 and held it in 4 quarters.
  • Leo Wealth LLC's Orange position peaked at $1.23M in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Leo Wealth LLC's 13F filing for Q4 2024, filed 28 Jan 2025.