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Advisornet Financial’s ORIX IX Stock Holding History

Advisornet Financial’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
2022
Q4 		– Sell
-165
Closed -$2K – 2435
2022
Q3 		$2K Hold
165
– – ﹤0.01% 1675
2022
Q2 		$3K Buy
165
+110
+200% +$2K ﹤0.01% 1620
2022
Q1 		$1K Sell
55
-1,275
-96% -$26.1K ﹤0.01% 1896
2021
Q4 		$27K Buy
1,330
+55
+4% +$1.09K ﹤0.01% 1212
2021
Q3 		$24K Hold
1,275
– – ﹤0.01% 1204
2021
Q2 		$22K Buy
+1,275
New +$21.8K ﹤0.01% 1197
2020
Q2 		– Sell
-1,305
Closed -$15K – 1845
2020
Q1 		$15K Sell
1,305
-50
-4% -$789 ﹤0.01% 1150
2019
Q4 		$23K Buy
1,355
+520
+62% +$8.34K ﹤0.01% 1144
2019
Q3 		$13K Buy
+835
New +$12.5K ﹤0.01% 1307

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisornet Financial's IX Position: Q4 2022 in Review

Advisornet Financial sold out of ORIX (IX) in Q4 2022, closing a stake of 165 shares — an estimated $2K sold.

Advisornet Financial first reported a position in IX in Q3 2019 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 126 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Advisornet Financial reported no remaining ORIX position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 165 ORIX shares in Q4 2022, an estimated $2K.
  • Advisornet Financial first reported a position in ORIX in Q3 2019 and held it in 9 quarters.
  • Advisornet Financial's ORIX position peaked at $27K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.