TWD
ORAN

True Wealth Design’s Orange ORAN Stock Holding History

True Wealth Design’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
Q3 		– Sell
-38
Closed -$380 – 1322
2024
Q2 		$380 Buy
+38
New +$423 ﹤0.01% 688
2023
Q2 		– Sell
-75,003
Closed -$895K – 882
2023
Q1 		$895K Sell
75,003
-371
-0.5% -$4.09K 0.38% 33
2022
Q4 		$745K Buy
+75,374
New +$728K 0.34% 78

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Wealth Design's ORAN Position: Q3 2024 in Review

True Wealth Design sold out of Orange (ORAN) in Q3 2024, closing a stake of 38 shares — an estimated $380 sold.

True Wealth Design first reported a position in ORAN in Q4 2022 and held it in 3 quarters. The position peaked at $895K in Q1 2023. 204 funds tracked by Wall St. Rank hold ORAN as of Q3 2024.

  • True Wealth Design reported no remaining Orange position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 38 Orange shares in Q3 2024, an estimated $380.
  • True Wealth Design first reported a position in Orange in Q4 2022 and held it in 3 quarters.
  • True Wealth Design's Orange position peaked at $895K in Q1 2023.
  • 204 funds tracked by Wall St. Rank held Orange as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.