AC
IX icon

Avestar Capital’s ORIX IX Stock Holding History

Avestar Capital’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
2019
Q2 		– Sell
-260
Closed -$3K – 915
2019
Q1 		$3K Hold
260
– – ﹤0.01% 616
2018
Q4 		$3K Buy
260
+110
+73% +$1.72K ﹤0.01% 592
2018
Q3 		$2K Sell
150
-140
-48% -$2.26K ﹤0.01% 631
2018
Q2 		$3K Buy
290
+130
+81% +$2.25K ﹤0.01% 641
2018
Q1 		$4K Buy
+160
New +$2.9K ﹤0.01% 576

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avestar Capital's IX Position: Q2 2019 in Review

Avestar Capital sold out of ORIX (IX) in Q2 2019, closing a stake of 260 shares — an estimated $3K sold.

Avestar Capital first reported a position in IX in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

  • Avestar Capital reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
  • Avestar Capital sold 260 ORIX shares in Q2 2019, an estimated $3K.
  • Avestar Capital first reported a position in ORIX in Q1 2018 and held it in 5 quarters.
  • Avestar Capital's ORIX position peaked at $4K in Q1 2018.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Avestar Capital's 13F filing for Q2 2019, filed 6 Aug 2019.