WFI
ORAN

West Family Investments’s Orange ORAN Stock Holding History

West Family Investments’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
-27,489
Closed -$316K – 318
2024
Q3 		$316K Buy
27,489
+5,401
+24% +$61.2K 0.11% 197
2024
Q2 		$221K Sell
22,088
-16,410
-43% -$183K 0.07% 220
2024
Q1 		$453K Buy
38,498
+7,791
+25% +$91.1K 0.14% 120
2023
Q4 		$351K Buy
30,707
+158
+0.5% +$1.85K 0.12% 135
2023
Q3 		$351K Buy
30,549
+2,138
+8% +$24.4K 0.12% 130
2023
Q2 		$331K Buy
28,411
+3,264
+13% +$39.7K 0.13% 146
2023
Q1 		$300K Buy
25,147
+5,553
+28% +$61.3K 0.12% 131
2022
Q4 		$194K Buy
+19,594
New +$189K 0.07% 217
2022
Q3 		– Sell
-24,877
Closed -$293K – 271
2022
Q2 		$293K Buy
24,877
+3,925
+19% +$47K 0.12% 162
2022
Q1 		$248K Buy
20,952
+150
+0.7% +$1.75K 0.07% 224
2021
Q4 		$219K Buy
+20,802
New +$225K 0.06% 282
2021
Q3 		– Sell
-39,961
Closed -$457K – 395
2021
Q2 		$457K Buy
+39,961
New +$499K 0.12% 146

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

West Family Investments's ORAN Position: Q4 2024 in Review

West Family Investments sold out of Orange (ORAN) in Q4 2024, closing a stake of 27,489 shares — an estimated $316K sold.

West Family Investments first reported a position in ORAN in Q2 2021 and held it in 12 quarters. The position peaked at $457K in Q2 2021. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • West Family Investments reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • West Family Investments sold 27,489 Orange shares in Q4 2024, an estimated $316K.
  • West Family Investments first reported a position in Orange in Q2 2021 and held it in 12 quarters.
  • West Family Investments's Orange position peaked at $457K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on West Family Investments's 13F filing for Q4 2024, filed 7 Feb 2025.