NFG
ORAN

Next Financial Group’s Orange ORAN Stock Holding History

Next Financial Group’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
2021
Q4 		$13K Buy
1,292
+718
+125% +$7.78K ﹤0.01% 2092
2021
Q3 		$6K Hold
574
– – ﹤0.01% 2226
2021
Q2 		$7K Buy
574
+72
+14% +$899 ﹤0.01% 2117
2021
Q1 		$6K Buy
502
+32
+7% +$386 ﹤0.01% 2065
2020
Q4 		$6K Buy
470
+38
+9% +$445 ﹤0.01% 1952
2020
Q3 		$4K Buy
+432
New +$5K ﹤0.01% 1934
2020
Q2 		– Sell
-337
Closed -$4K – 1956
2020
Q1 		$4K Sell
337
-2,959
-90% -$40.2K ﹤0.01% 1794
2019
Q4 		$48K Buy
3,296
+2,659
+417% +$41.8K 0.01% 1206
2019
Q3 		$10K Sell
637
-1,525
-71% -$23K ﹤0.01% 1718
2019
Q2 		$34K Buy
2,162
+1,500
+227% +$23.7K ﹤0.01% 1292
2019
Q1 		$10K Buy
662
+329
+99% +$5.1K ﹤0.01% 1121
2018
Q4 		$5K Sell
333
-50
-13% -$809 ﹤0.01% 1564
2018
Q3 		$6K Buy
+383
New +$6.32K ﹤0.01% 1141
2017
Q4 		– Sell
-1,099
Closed -$18K – 1476
2017
Q3 		$18K Sell
1,099
-800
-42% -$13.3K 0.01% 1017
2017
Q2 		$30K Sell
1,899
-200
-10% -$3.25K 0.01% 949
2017
Q1 		$33K Buy
2,099
+1,725
+461% +$26.8K 0.01% 869
2016
Q4 		$6K Sell
374
-100
-21% -$1.49K ﹤0.01% 1876
2016
Q3 		$7K Sell
474
-112
-19% -$1.73K ﹤0.01% 1820
2016
Q2 		$9K Hold
586
– – ﹤0.01% 1244
2016
Q1 		$10K Sell
586
-200
-25% -$3.45K ﹤0.01% 1172
2015
Q4 		$13K Hold
786
– – ﹤0.01% 1095
2015
Q3 		$11K Hold
786
– – ﹤0.01% 1182
2015
Q2 		$12K Buy
786
+200
+34% +$3.23K ﹤0.01% 1212
2015
Q1 		$9K Buy
586
+100
+21% +$1.72K ﹤0.01% 1303
2014
Q4 		$8K Sell
486
-44
-8% -$698 ﹤0.01% 1347
2014
Q3 		$8K Buy
+530
New +$8.05K ﹤0.01% 1889

Other funds holding ORAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's ORAN Position: Q4 2021 in Review

Next Financial Group increased its Orange (ORAN) stake by 125% in Q4 2021, buying an estimated $7.78K and bringing the position to 1,292 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Next Financial Group first reported a position in ORAN in Q3 2014 and has held it in 26 quarters since. The position peaked at $48K in Q4 2019. 186 funds tracked by Wall St. Rank hold ORAN as of Q4 2021.

  • Next Financial Group held 1,292 shares of Orange worth $13K as of Q4 2021.
  • Next Financial Group bought 718 Orange shares in Q4 2021, an estimated $7.78K.
  • Orange made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2092 holding.
  • Next Financial Group first reported a position in Orange in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Orange position peaked at $48K in Q4 2019.
  • 186 funds tracked by Wall St. Rank held Orange as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.