SWM
ORAN

Spire Wealth Management’s Orange ORAN Stock Holding History

Spire Wealth Management’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
-132
Closed -$1.51K – 2540
2024
Q3 		$1.51K Hold
132
– – ﹤0.01% 2044
2024
Q2 		$1.32K Buy
+132
New +$1.47K ﹤0.01% 2079
2024
Q1 		– Sell
-132
Closed -$1.61K – 2431
2023
Q4 		$1.61K Hold
132
– – ﹤0.01% 2186
2023
Q3 		$1.52K Hold
132
– – ﹤0.01% 2182
2023
Q2 		$1.54K Hold
132
– – ﹤0.01% 2237
2023
Q1 		$1.57K Buy
+132
New +$1.46K ﹤0.01% 2307
2022
Q3 		– Sell
-326
Closed -$4K – 2672
2022
Q2 		$4K Buy
326
+132
+68% +$1.58K ﹤0.01% 2230
2022
Q1 		$2K Sell
194
-1,117
-85% -$13K ﹤0.01% 2429
2021
Q4 		$14K Buy
1,311
+1,117
+576% +$12.1K ﹤0.01% 2260
2021
Q3 		$2K Hold
194
– – ﹤0.01% 2498
2021
Q2 		$2K Sell
194
-132
-40% -$1.65K ﹤0.01% 2512
2021
Q1 		$4K Buy
+326
New +$3.93K ﹤0.01% 2716

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

Spire Wealth Management's ORAN Position: Q4 2024 in Review

Spire Wealth Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 132 shares — an estimated $1.51K sold.

Spire Wealth Management first reported a position in ORAN in Q1 2021 and held it in 12 quarters. The position peaked at $14K in Q4 2021. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Spire Wealth Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 132 Orange shares in Q4 2024, an estimated $1.51K.
  • Spire Wealth Management first reported a position in Orange in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Orange position peaked at $14K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.