APA
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American Portfolios Advisors’s ORIX IX Stock Holding History

American Portfolios Advisors’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 		– Sell
-75
Closed -$1.5K – 3583
2022
Q1 		$1.5K Hold
75
– – ﹤0.01% 3286
2021
Q4 		$1.53K Hold
75
– – ﹤0.01% 3237
2021
Q3 		$1.42K Buy
+75
New +$1.38K ﹤0.01% 3236

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

American Portfolios Advisors's IX Position: Q2 2022 in Review

American Portfolios Advisors sold out of ORIX (IX) in Q2 2022, closing a stake of 75 shares — an estimated $1.5K sold.

American Portfolios Advisors first reported a position in IX in Q3 2021 and held it in 3 quarters. The position peaked at $1.53K in Q4 2021. 139 funds tracked by Wall St. Rank hold IX as of Q2 2022.

  • American Portfolios Advisors reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 75 ORIX shares in Q2 2022, an estimated $1.5K.
  • American Portfolios Advisors first reported a position in ORIX in Q3 2021 and held it in 3 quarters.
  • American Portfolios Advisors's ORIX position peaked at $1.53K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.