Axa
IX icon

Axa’s ORIX IX Stock Holding History

Axa’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
2020
Q4 		– Sell
-945
Closed -$12K – 1303
2020
Q3 		$12K Buy
+945
New +$11.6K ﹤0.01% 1274

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axa's IX Position: Q4 2020 in Review

Axa sold out of ORIX (IX) in Q4 2020, closing a stake of 945 shares — an estimated $12K sold.

Axa first reported a position in IX in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 123 funds tracked by Wall St. Rank hold IX as of Q4 2020.

  • Axa reported no remaining ORIX position as of Q4 2020 after selling out during the quarter.
  • Axa sold 945 ORIX shares in Q4 2020, an estimated $12K.
  • Axa first reported a position in ORIX in Q3 2020 and held it in 1 quarter.
  • Axa's ORIX position peaked at $12K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q4 2020.

Based on Axa's 13F filing for Q4 2020, filed 12 Feb 2021.