WWP
ORAN

WR Wealth Planners’s Orange ORAN Stock Holding History

WR Wealth Planners’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
-66
Closed -$758 – 1204
2024
Q3 		$758 Hold
66
– – ﹤0.01% 992
2024
Q2 		$659 Hold
66
– – ﹤0.01% 995
2024
Q1 		$777 Buy
+66
New +$772 ﹤0.01% 996
2023
Q4 		– Sell
-66
Closed -$758 – 902
2023
Q3 		$758 Hold
66
– – ﹤0.01% 842
2023
Q2 		$768 Hold
66
– – ﹤0.01% 838
2023
Q1 		$787 Buy
+66
New +$728 ﹤0.01% 844

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

WR Wealth Planners's ORAN Position: Q4 2024 in Review

WR Wealth Planners sold out of Orange (ORAN) in Q4 2024, closing a stake of 66 shares — an estimated $758 sold.

WR Wealth Planners first reported a position in ORAN in Q1 2023 and held it in 6 quarters. The position peaked at $787 in Q1 2023. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • WR Wealth Planners reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 66 Orange shares in Q4 2024, an estimated $758.
  • WR Wealth Planners first reported a position in Orange in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Orange position peaked at $787 in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.