Patriot Financial Group Insurance Agency’s Orange ORAN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,177	Closed	-$14K	–	2038
2022 Q2	$14K	Sell	1,177 -80	-6%	-$958	﹤0.01%	1144
2022 Q1	$15K	Buy	1,257 +1,177	+1,471%	+$13.7K	﹤0.01%	1220
2021 Q4	$1K	Sell	80 -470	-85%	-$5.09K	﹤0.01%	2101
2021 Q3	$6K	Hold	550	–	–	﹤0.01%	1666
2021 Q2	$6K	Buy	+550	New	+$6.87K	﹤0.01%	1614
2021 Q1	–	Sell	-446	Closed	-$5K	–	2095
2020 Q4	$5K	Hold	446	–	–	﹤0.01%	1456
2020 Q3	$5K	Hold	446	–	–	﹤0.01%	1258
2020 Q2	$5K	Hold	446	–	–	﹤0.01%	1203
2020 Q1	$5K	Buy	+446	New	+$6.06K	﹤0.01%	1102
2019 Q1	–	Sell	-132	Closed	-$2K	–	1332
2018 Q4	$2K	Hold	132	–	–	﹤0.01%	862
2018 Q3	$2K	Buy	+132	New	+$2.18K	﹤0.01%	875
2017 Q3	–	Sell	-150	Closed	-$2K	–	950
2017 Q2	$2K	Sell	150 -375	-71%	-$6.09K	﹤0.01%	851
2017 Q1	$8K	Hold	525	–	–	0.01%	541
2016 Q4	$8K	Buy	+525	New	+$7.84K	0.01%	508

Other funds holding ORAN

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

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

MAP

Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ORAN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Orange (ORAN) in Q3 2022, closing a stake of 1,177 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in ORAN in Q4 2016 and held it in 14 quarters. The position peaked at $15K in Q1 2022. 188 funds tracked by Wall St. Rank hold ORAN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Orange position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,177 Orange shares in Q3 2022, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in Orange in Q4 2016 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's Orange position peaked at $15K in Q1 2022.
188 funds tracked by Wall St. Rank held Orange as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.