SFS
ORAN

Sowell Financial Services’s Orange ORAN Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-200
Closed -$3K – 2882
2021
Q1 		$3K Buy
+200
New +$2.41K ﹤0.01% 2775
2020
Q1 		– Sell
-408
Closed -$6K – 2750
2019
Q4 		$6K Sell
408
-1,532
-79% -$24.1K ﹤0.01% 1875
2019
Q3 		$30K Buy
+1,940
New +$29.3K ﹤0.01% 1149

Other funds holding ORAN

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FDCDDQ
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MAP
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PPA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return