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Baker Avenue Asset Management’s ORIX IX Stock Holding History

Baker Avenue Asset 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
2023
Q2 		– Sell
-100
Closed -$1.63K – 1679
2023
Q1 		$1.63K Buy
+100
New +$1.71K ﹤0.01% 1038

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Baker Avenue Asset Management's IX Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of ORIX (IX) in Q2 2023, closing a stake of 100 shares — an estimated $1.63K sold.

Baker Avenue Asset Management first reported a position in IX in Q1 2023 and held it in 1 quarter. The position peaked at $1.63K in Q1 2023. 128 funds tracked by Wall St. Rank hold IX as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining ORIX position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 100 ORIX shares in Q2 2023, an estimated $1.63K.
  • Baker Avenue Asset Management first reported a position in ORIX in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's ORIX position peaked at $1.63K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held ORIX as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.