Advantage Trust Company’s ORIX IX Stock Holding History

Advantage Trust Company’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-80	Closed	-$1.7K	–	169
2024 Q4	$1.7K	Buy	+80	New	+$1.75K	﹤0.01%	179

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advantage Trust Company's IX Position: Q1 2025 in Review

Advantage Trust Company sold out of ORIX (IX) in Q1 2025, closing a stake of 80 shares — an estimated $1.7K sold.

Advantage Trust Company first reported a position in IX in Q4 2024 and held it in 1 quarter. The position peaked at $1.7K in Q4 2024. 190 funds tracked by Wall St. Rank hold IX as of Q1 2025.

Advantage Trust Company reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
Advantage Trust Company sold 80 ORIX shares in Q1 2025, an estimated $1.7K.
Advantage Trust Company first reported a position in ORIX in Q4 2024 and held it in 1 quarter.
Advantage Trust Company's ORIX position peaked at $1.7K in Q4 2024.
190 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Advantage Trust Company's 13F filing for Q1 2025, filed 7 May 2025.