TRUE Private Wealth Advisors’s Orange ORAN Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q1	–	Sell	-207	Closed	-$3K	–	859
2019 Q4	$3K	Buy	+207	New	+$3.25K	﹤0.01%	725
2019 Q3	–	Sell	-415	Closed	-$6K	–	753
2019 Q2	$6K	Buy	+415	New	+$6.55K	﹤0.01%	621
2018 Q4	–	Sell	-390	Closed	-$6.2K	–	955
2018 Q3	$6.2K	Buy	+390	New	+$6.43K	﹤0.01%	854

Other funds holding ORAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

TRUE Private Wealth Advisors's ORAN Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Orange (ORAN) in Q1 2020, closing a stake of 207 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in ORAN in Q3 2018 and held it in 3 quarters. The position peaked at $6.2K in Q3 2018. 158 funds tracked by Wall St. Rank hold ORAN as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Orange position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 207 Orange shares in Q1 2020, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in Orange in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Orange position peaked at $6.2K in Q3 2018.
158 funds tracked by Wall St. Rank held Orange as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.