UCFA
ORAN

United Capital Financial Advisors’s Orange ORAN Stock Holding History

United Capital Financial 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
2024
Q4 		– Sell
-14,821
Closed -$170K – 1121
2024
Q3 		$170K Buy
14,821
+3,075
+26% +$34.9K ﹤0.01% 1019
2024
Q2 		$117K Buy
+11,746
New +$131K ﹤0.01% 1000

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 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 $8.02B AUM 45.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

United Capital Financial Advisors's ORAN Position: Q4 2024 in Review

United Capital Financial Advisors sold out of Orange (ORAN) in Q4 2024, closing a stake of 14,821 shares — an estimated $170K sold.

United Capital Financial Advisors first reported a position in ORAN in Q2 2024 and held it in 2 quarters. The position peaked at $170K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • United Capital Financial Advisors reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 14,821 Orange shares in Q4 2024, an estimated $170K.
  • United Capital Financial Advisors first reported a position in Orange in Q2 2024 and held it in 2 quarters.
  • United Capital Financial Advisors's Orange position peaked at $170K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.