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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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return