SIA
ORAN

Schechter Investment Advisors’s Orange ORAN Stock Holding History

Schechter Investment Advisors’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
-81,195
Closed -$932K – 726
2024
Q3 		$932K Sell
81,195
-3,459
-4% -$39.2K 0.07% 264
2024
Q2 		$846K Buy
84,654
+11,742
+16% +$131K 0.06% 273
2024
Q1 		$858K Sell
72,912
-2,028
-3% -$23.7K 0.06% 275
2023
Q4 		$857K Sell
74,940
-3,043
-4% -$35.7K 0.07% 256
2023
Q3 		$896K Sell
77,983
-633
-0.8% -$7.24K 0.09% 238
2023
Q2 		$915K Sell
78,616
-1,920
-2% -$23.3K 0.08% 261
2023
Q1 		$961K Buy
80,536
+587
+0.7% +$6.47K 0.09% 263
2022
Q4 		$790K Buy
79,949
+54,847
+218% +$530K 0.07% 367
2022
Q3 		$226K Sell
25,102
-58,864
-70% -$601K 0.02% 800
2022
Q2 		$988K Sell
83,966
-4,221
-5% -$50.6K 0.1% 290
2022
Q1 		$1.04M Sell
88,187
-123
-0.1% -$1.44K 0.1% 291
2021
Q4 		$932K Buy
+88,310
New +$956K 0.08% 328

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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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 $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Schechter Investment Advisors's ORAN Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Orange (ORAN) in Q4 2024, closing a stake of 81,195 shares — an estimated $932K sold.

Schechter Investment Advisors first reported a position in ORAN in Q4 2021 and held it in 12 quarters. The position peaked at $1.04M in Q1 2022. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 81,195 Orange shares in Q4 2024, an estimated $932K.
  • Schechter Investment Advisors first reported a position in Orange in Q4 2021 and held it in 12 quarters.
  • Schechter Investment Advisors's Orange position peaked at $1.04M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.