RIM
ORAN

Rockbridge Investment Management’s Orange ORAN Stock Holding History

Rockbridge Investment 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
2021
Q3 		– Sell
-405
Closed -$5K – 769
2021
Q2 		$5K Sell
405
-400
-50% -$4.99K ﹤0.01% 617
2021
Q1 		$10K Buy
+805
New +$9.71K ﹤0.01% 513

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's ORAN Position: Q3 2021 in Review

Rockbridge Investment Management sold out of Orange (ORAN) in Q3 2021, closing a stake of 405 shares — an estimated $5K sold.

Rockbridge Investment Management first reported a position in ORAN in Q1 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 166 funds tracked by Wall St. Rank hold ORAN as of Q3 2021.

  • Rockbridge Investment Management reported no remaining Orange position as of Q3 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 405 Orange shares in Q3 2021, an estimated $5K.
  • Rockbridge Investment Management first reported a position in Orange in Q1 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's Orange position peaked at $10K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Orange as of Q3 2021.

Based on Rockbridge Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.