AWM
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Avior Wealth Management’s ORIX IX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1,410
Closed -$30K – 1546
2024
Q4 		$30K Sell
1,410
-45
-3% -$986 ﹤0.01% 1314
2024
Q3 		$33.8K Buy
1,455
+30
+2% +$705 ﹤0.01% 1256
2024
Q2 		$31.7K Buy
1,425
+45
+3% +$961 ﹤0.01% 1242
2024
Q1 		$30.4K Buy
+1,380
New +$28.1K ﹤0.01% 1438

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Avior Wealth Management's IX Position: Q1 2025 in Review

Avior Wealth Management sold out of ORIX (IX) in Q1 2025, closing a stake of 1,410 shares — an estimated $30K sold.

Avior Wealth Management first reported a position in IX in Q1 2024 and held it in 4 quarters. The position peaked at $33.8K in Q3 2024. 191 funds tracked by Wall St. Rank hold IX as of Q1 2025.

  • Avior Wealth Management reported no remaining ORIX position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,410 ORIX shares in Q1 2025, an estimated $30K.
  • Avior Wealth Management first reported a position in ORIX in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's ORIX position peaked at $33.8K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held ORIX as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.