PWPS
ORAN

Pinnacle Wealth Planning Services’s Orange ORAN Stock Holding History

Pinnacle Wealth Planning Services’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
Q4 		– Sell
-17,063
Closed -$153K – 497
2022
Q3 		$153K Buy
+17,063
New +$174K 0.03% 343
2021
Q1 		– Sell
-710
Closed -$8K – 2056
2020
Q4 		$8K Buy
+710
New +$8.31K ﹤0.01% 1491

Other funds holding ORAN

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Wealth Planning Services's ORAN Position: Q4 2022 in Review

Pinnacle Wealth Planning Services sold out of Orange (ORAN) in Q4 2022, closing a stake of 17,063 shares — an estimated $153K sold.

Pinnacle Wealth Planning Services first reported a position in ORAN in Q4 2020 and held it in 2 quarters. The position peaked at $153K in Q3 2022. 194 funds tracked by Wall St. Rank hold ORAN as of Q4 2022.

  • Pinnacle Wealth Planning Services reported no remaining Orange position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17,063 Orange shares in Q4 2022, an estimated $153K.
  • Pinnacle Wealth Planning Services first reported a position in Orange in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Orange position peaked at $153K in Q3 2022.
  • 194 funds tracked by Wall St. Rank held Orange as of Q4 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2022, filed 13 Feb 2023.