Wealthcare Advisory Partners’s Orange ORAN Stock Holding History

Wealthcare Advisory Partners’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	-500	Closed	-$6K	–	1961
2021 Q1	$6K	Buy	+500	New	+$6.03K	﹤0.01%	1614
2018 Q3	–	Sell	-276	Closed	-$5K	–	1319
2018 Q2	$5K	Sell	276 -33	-11%	-$575	﹤0.01%	1001
2018 Q1	$5K	Hold	309	–	–	﹤0.01%	843
2017 Q4	$5K	Buy	309 +272	+735%	+$4.55K	﹤0.01%	799
2017 Q3	$1K	Buy	+37	New	+$617	﹤0.01%	855

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

Wealthcare Advisory Partners's ORAN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Orange (ORAN) in Q2 2021, closing a stake of 500 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in ORAN in Q3 2017 and held it in 5 quarters. The position peaked at $6K in Q1 2021. 163 funds tracked by Wall St. Rank hold ORAN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Orange position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 Orange shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in Orange in Q3 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Orange position peaked at $6K in Q1 2021.
163 funds tracked by Wall St. Rank held Orange as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.