APWA
IX icon

Atlas Private Wealth Advisors’s ORIX IX Stock Holding History

Atlas Private 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
Q2 		– Sell
-70
Closed -$1K – 861
2021
Q1 		$1K Buy
+70
New +$1.2K ﹤0.01% 816

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Advisors's IX Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of ORIX (IX) in Q2 2021, closing a stake of 70 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in IX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 120 funds tracked by Wall St. Rank hold IX as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining ORIX position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 70 ORIX shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Advisors first reported a position in ORIX in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's ORIX position peaked at $1K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held ORIX as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.