Ritholtz Wealth Management’s Orange ORAN Stock Holding History

Ritholtz 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
2024 Q4	–	Sell	-46,984	Closed	-$539K	–	923
2024 Q3	$539K	Buy	46,984 +33,219	+241%	+$377K	0.02%	539
2024 Q2	$138K	Sell	13,765 -3,837	-22%	-$42.7K	﹤0.01%	791
2024 Q1	$207K	Sell	17,602 -7,903	-31%	-$92.4K	0.01%	735
2023 Q4	$292K	Buy	+25,505	New	+$299K	0.01%	604
2022 Q4	–	Sell	-27,462	Closed	-$247K	–	759
2022 Q3	$247K	Buy	+27,462	New	+$280K	0.01%	604

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

Lincluden Management Mississauga, Ontario, Canada $939M AUM 31.43% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 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 $434M AUM 29.17% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Ritholtz Wealth Management's ORAN Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 46,984 shares — an estimated $539K sold.

Ritholtz Wealth Management first reported a position in ORAN in Q3 2022 and held it in 5 quarters. The position peaked at $539K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

Ritholtz Wealth Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
Ritholtz Wealth Management sold 46,984 Orange shares in Q4 2024, an estimated $539K.
Ritholtz Wealth Management first reported a position in Orange in Q3 2022 and held it in 5 quarters.
Ritholtz Wealth Management's Orange position peaked at $539K in Q3 2024.
46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.