SFC
ORAN

SYM Financial Corp’s Orange ORAN Stock Holding History

SYM Financial Corp’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
-12,142
Closed -$139K – 362
2024
Q3 		$139K Sell
12,142
-89
-0.7% -$1.01K 0.02% 195
2024
Q2 		$122K Buy
+12,231
New +$136K 0.02% 174

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 $1.02B AUM 30.07% 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 $6.03B AUM 24.5% 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 $18.1B AUM 24.63% 1-Year Est. Return

SYM Financial Corp's ORAN Position: Q4 2024 in Review

SYM Financial Corp sold out of Orange (ORAN) in Q4 2024, closing a stake of 12,142 shares — an estimated $139K sold.

SYM Financial Corp first reported a position in ORAN in Q2 2024 and held it in 2 quarters. The position peaked at $139K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • SYM Financial Corp reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • SYM Financial Corp sold 12,142 Orange shares in Q4 2024, an estimated $139K.
  • SYM Financial Corp first reported a position in Orange in Q2 2024 and held it in 2 quarters.
  • SYM Financial Corp's Orange position peaked at $139K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on SYM Financial Corp's 13F filing for Q4 2024, filed 24 Jan 2025.