SW
ORAN

Simplicity Wealth’s Orange ORAN Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-310,388
Closed -$3.1M – 1263
2024
Q2 		$3.1M Buy
310,388
+44,290
+17% +$493K 0.07% 265
2024
Q1 		$3.13M Buy
+266,098
New +$3.11M 0.07% 264

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Wealth's ORAN Position: Q3 2024 in Review

Simplicity Wealth sold out of Orange (ORAN) in Q3 2024, closing a stake of 310,388 shares — an estimated $3.1M sold.

Simplicity Wealth first reported a position in ORAN in Q1 2024 and held it in 2 quarters. The position peaked at $3.13M in Q1 2024. 204 funds tracked by Wall St. Rank hold ORAN as of Q3 2024.

  • Simplicity Wealth reported no remaining Orange position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 310,388 Orange shares in Q3 2024, an estimated $3.1M.
  • Simplicity Wealth first reported a position in Orange in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Orange position peaked at $3.13M in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Orange as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.