SFA
ORAN

Sequoia Financial Advisors’s Orange ORAN Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-10,603
Closed -$121K – 1308
2023
Q4 		$121K Buy
+10,603
New +$124K ﹤0.01% 1148
2017
Q1 		– Sell
-16,349
Closed -$248K – 303
2016
Q4 		$248K Sell
16,349
-628
-4% -$9.38K 0.04% 229
2016
Q3 		$265K Sell
16,977
-2,588
-13% -$39.9K 0.05% 186
2016
Q2 		$321K Buy
+19,565
New +$327K 0.09% 159

Other funds holding ORAN

Morgan Stanley
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Sequoia Financial Advisors's ORAN Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of Orange (ORAN) in Q1 2024, closing a stake of 10,603 shares — an estimated $121K sold.

Sequoia Financial Advisors first reported a position in ORAN in Q2 2016 and held it in 4 quarters. The position peaked at $321K in Q2 2016. 211 funds tracked by Wall St. Rank hold ORAN as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining Orange position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 10,603 Orange shares in Q1 2024, an estimated $121K.
  • Sequoia Financial Advisors first reported a position in Orange in Q2 2016 and held it in 4 quarters.
  • Sequoia Financial Advisors's Orange position peaked at $321K in Q2 2016.
  • 211 funds tracked by Wall St. Rank held Orange as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.