VisionPoint Advisory Group’s Orange ORAN Stock Holding History

VisionPoint Advisory Group’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	-23,150	Closed	-$338K	–	159
2019 Q4	$338K	Buy	23,150 +4,369	+23%	+$68.6K	0.14%	79
2019 Q3	$293K	Buy	+18,781	New	+$283K	0.08%	104

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

VisionPoint Advisory Group's ORAN Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of Orange (ORAN) in Q1 2020, closing a stake of 23,150 shares — an estimated $338K sold.

VisionPoint Advisory Group first reported a position in ORAN in Q3 2019 and held it in 2 quarters. The position peaked at $338K in Q4 2019. 158 funds tracked by Wall St. Rank hold ORAN as of Q1 2020.

VisionPoint Advisory Group reported no remaining Orange position as of Q1 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 23,150 Orange shares in Q1 2020, an estimated $338K.
VisionPoint Advisory Group first reported a position in Orange in Q3 2019 and held it in 2 quarters.
VisionPoint Advisory Group's Orange position peaked at $338K in Q4 2019.
158 funds tracked by Wall St. Rank held Orange as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.