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Ashton Thomas Private Wealth’s ORIX IX Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-760
Closed -$16.9K – 1237
2024
Q2 		$16.9K Buy
+760
New +$16.2K ﹤0.01% 1198

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Ashton Thomas Private Wealth's IX Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of ORIX (IX) in Q3 2024, closing a stake of 760 shares — an estimated $16.9K sold.

Ashton Thomas Private Wealth first reported a position in IX in Q2 2024 and held it in 1 quarter. The position peaked at $16.9K in Q2 2024. 175 funds tracked by Wall St. Rank hold IX as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining ORIX position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 760 ORIX shares in Q3 2024, an estimated $16.9K.
  • Ashton Thomas Private Wealth first reported a position in ORIX in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's ORIX position peaked at $16.9K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.