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 – 2876
2021
Q1 		$3K Buy
+200
New +$2.41K ﹤0.01% 2775
2020
Q1 		– Sell
-408
Closed -$6K – 2739
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's ORAN Position: Q2 2021 in Review

Sowell Financial Services sold out of Orange (ORAN) in Q2 2021, closing a stake of 200 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in ORAN in Q3 2019 and held it in 3 quarters. The position peaked at $30K in Q3 2019. 163 funds tracked by Wall St. Rank hold ORAN as of Q2 2021.

  • Sowell Financial Services reported no remaining Orange position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 200 Orange shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in Orange in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Orange position peaked at $30K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held Orange as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.