LWM
ORAN

Liberty Wealth Management’s Orange ORAN Stock Holding History

Liberty 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
Q3 		– Sell
-38
Closed – – 970
2020
Q2 		$0 Buy
+38
New +$453 ﹤0.01% 1000
2019
Q3 		– Sell
-1,565
Closed -$25K – 1003
2019
Q2 		$25K Hold
1,565
– – 0.02% 374
2019
Q1 		$25K Hold
1,565
– – 0.02% 317
2018
Q4 		$25K Buy
+1,565
New +$25.3K 0.02% 295

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
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

Liberty Wealth Management's ORAN Position: Q3 2020 in Review

Liberty Wealth Management sold out of Orange (ORAN) in Q3 2020, closing a stake of 38 shares.

Liberty Wealth Management first reported a position in ORAN in Q4 2018 and held it in 4 quarters. The position peaked at $25K in Q2 2019. 140 funds tracked by Wall St. Rank hold ORAN as of Q3 2020.

  • Liberty Wealth Management reported no remaining Orange position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 38 Orange shares in Q3 2020.
  • Liberty Wealth Management first reported a position in Orange in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Orange position peaked at $25K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Orange as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.