VWM
ORAN

Venturi Wealth Management’s Orange ORAN Stock Holding History

Venturi Wealth Management’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
-237
Closed -$2.72K – 2088
2024
Q3 		$2.72K Buy
237
+86
+57% +$975 ﹤0.01% 1616
2024
Q2 		$1.51K Buy
+151
New +$1.68K ﹤0.01% 1410

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 $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

Venturi Wealth Management's ORAN Position: Q4 2024 in Review

Venturi Wealth Management sold out of Orange (ORAN) in Q4 2024, closing a stake of 237 shares — an estimated $2.72K sold.

Venturi Wealth Management first reported a position in ORAN in Q2 2024 and held it in 2 quarters. The position peaked at $2.72K in Q3 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • Venturi Wealth Management reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 237 Orange shares in Q4 2024, an estimated $2.72K.
  • Venturi Wealth Management first reported a position in Orange in Q2 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Orange position peaked at $2.72K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.