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Arkadios Wealth Advisors’s ORIX IX Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-2,010
Closed -$38K – 1188
2021
Q3 		$38K Hold
2,010
– – 0.01% 975
2021
Q2 		$34K Buy
2,010
+1,080
+116% +$18.4K ﹤0.01% 1069
2021
Q1 		$15K Buy
+930
New +$15.9K ﹤0.01% 1059
2020
Q2 		– Sell
-1,305
Closed -$15.4K – 1052
2020
Q1 		$15.4K Sell
1,305
-195
-13% -$3.08K 0.01% 544
2019
Q4 		$26.4K Buy
+1,500
New +$24.1K 0.02% 412

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
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 $617B AUM 30.33% 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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arkadios Wealth Advisors's IX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of ORIX (IX) in Q4 2021, closing a stake of 2,010 shares — an estimated $38K sold.

Arkadios Wealth Advisors first reported a position in IX in Q4 2019 and held it in 5 quarters. The position peaked at $38K in Q3 2021. 148 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,010 ORIX shares in Q4 2021, an estimated $38K.
  • Arkadios Wealth Advisors first reported a position in ORIX in Q4 2019 and held it in 5 quarters.
  • Arkadios Wealth Advisors's ORIX position peaked at $38K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.