Altium Wealth Management’s ORIX IX Stock Holding History

Altium Wealth Management’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 Q2	$639K	Buy	37,980 +235	+0.6%	+$4.27K	0.05%	205
2022 Q1	$754K	Buy	37,745 +4,565	+14%	+$93.3K	0.05%	195
2021 Q4	$675K	Buy	33,180 +6,290	+23%	+$125K	0.04%	204
2021 Q3	$508K	Buy	26,890 +3,965	+17%	+$73K	0.04%	227
2021 Q2	$388K	Buy	22,925 +2,070	+10%	+$35.3K	0.03%	267
2021 Q1	$354K	Buy	20,855 +2,335	+13%	+$39.9K	0.03%	278
2020 Q4	$286K	Buy	+18,520	New	+$261K	0.03%	291

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

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

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

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

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

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Altium Wealth Management's IX Position: Q2 2022 in Review

Altium Wealth Management increased its ORIX (IX) stake by 0.62% in Q2 2022, buying an estimated $4.27K and bringing the position to 37,980 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #205.

Altium Wealth Management first reported a position in IX in Q4 2020 and has held it in 7 quarters since. The position peaked at $754K in Q1 2022. 138 funds tracked by Wall St. Rank hold IX as of Q2 2022.

Altium Wealth Management held 37,980 shares of ORIX worth $639K as of Q2 2022.
Altium Wealth Management bought 235 ORIX shares in Q2 2022, an estimated $4.27K.
ORIX made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #205 holding.
Altium Wealth Management first reported a position in ORIX in Q4 2020 and has held it in 7 quarters since.
Altium Wealth Management's ORIX position peaked at $754K in Q1 2022.
138 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.