SPW
ORAN

Sonoma Private Wealth’s Orange ORAN Stock Holding History

Sonoma Private 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
Q4 		– Sell
-12,113
Closed -$139K – 96
2024
Q3 		$139K Sell
12,113
-2,287
-16% -$25.9K 0.22% 89
2024
Q2 		$144K Sell
14,400
-401
-3% -$4.46K 0.23% 86
2024
Q1 		$174K Sell
14,801
-1,946
-12% -$22.8K 0.28% 86
2023
Q4 		$191K Buy
16,747
+1,653
+11% +$19.4K 0.32% 79
2023
Q3 		$173K Sell
15,094
-1,990
-12% -$22.8K 0.32% 73
2023
Q2 		$199K Sell
17,084
-144
-0.8% -$1.75K 0.35% 77
2023
Q1 		$206K Sell
17,228
-16,967
-50% -$187K 0.41% 68
2022
Q4 		$338K Buy
+34,195
New +$330K 0.75% 46

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 $939M AUM 31.43% 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 $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 $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 $16.5B AUM 19.94% 1-Year Est. Return

Sonoma Private Wealth's ORAN Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Orange (ORAN) in Q4 2024, closing a stake of 12,113 shares — an estimated $139K sold.

Sonoma Private Wealth first reported a position in ORAN in Q4 2022 and held it in 8 quarters. The position peaked at $338K in Q4 2022. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 12,113 Orange shares in Q4 2024, an estimated $139K.
  • Sonoma Private Wealth first reported a position in Orange in Q4 2022 and held it in 8 quarters.
  • Sonoma Private Wealth's Orange position peaked at $338K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.