Valeo Financial Advisors’s Orange ORAN Stock Holding History

Valeo 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
2021 Q2	–	Sell	-122	Closed	-$2K	–	1919
2021 Q1	$2K	Sell	122 -460	-79%	-$5.55K	﹤0.01%	1843
2020 Q4	$7K	Sell	582 -120	-17%	-$1.4K	﹤0.01%	1300
2020 Q3	$7K	Hold	702	–	–	﹤0.01%	1186
2020 Q2	$8K	Hold	702	–	–	﹤0.01%	1385
2020 Q1	$9K	Sell	702 -925	-57%	-$12.6K	﹤0.01%	1150
2019 Q4	$24K	Hold	1,627	–	–	﹤0.01%	878
2019 Q3	$25K	Sell	1,627 -157	-9%	-$2.37K	﹤0.01%	789
2019 Q2	$28K	Hold	1,784	–	–	﹤0.01%	764
2019 Q1	$29K	Buy	1,784 +29	+2%	+$450	﹤0.01%	683
2018 Q4	$28K	Sell	1,755 -76	-4%	-$1.23K	﹤0.01%	625
2018 Q3	$28K	Hold	1,831	–	–	﹤0.01%	677
2018 Q2	$30K	Buy	1,831 +1,027	+128%	+$17.9K	﹤0.01%	657
2018 Q1	$14K	Sell	804 -3,499	-81%	-$60.8K	﹤0.01%	845
2017 Q4	$75K	Buy	4,303 +3,548	+470%	+$59.3K	0.01%	401
2017 Q3	$12K	Buy	+755	New	+$12.6K	﹤0.01%	668

Other funds holding ORAN

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

FDCDDQ

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

MAP

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

PPA

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIP

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

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

Valeo Financial Advisors's ORAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Orange (ORAN) in Q2 2021, closing a stake of 122 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in ORAN in Q3 2017 and held it in 15 quarters. The position peaked at $75K in Q4 2017. 163 funds tracked by Wall St. Rank hold ORAN as of Q2 2021.

Valeo Financial Advisors reported no remaining Orange position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 122 Orange shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Orange in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Orange position peaked at $75K in Q4 2017.
163 funds tracked by Wall St. Rank held Orange as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.