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Baldwin Wealth Partners’s ORIX IX Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-9,875
Closed -$185K – 760
2023
Q3 		$185K Hold
9,875
– – 0.02% 225
2023
Q2 		$180K Sell
9,875
-1,260
-11% -$21.8K 0.01% 246
2023
Q1 		$183K Sell
11,135
-235
-2% -$4.03K 0.02% 245
2022
Q4 		$183K Hold
11,370
– – 0.02% 240
2022
Q3 		$161K Hold
11,370
– – 0.02% 188
2022
Q2 		$191K Sell
11,370
-415
-4% -$7.54K 0.02% 186
2022
Q1 		$235K Sell
11,785
-2,115
-15% -$43.2K 0.02% 187
2021
Q4 		$283K Sell
13,900
-115
-0.8% -$2.29K 0.03% 175
2021
Q3 		$265K Buy
14,015
+415
+3% +$7.64K 0.03% 177
2021
Q2 		$230K Buy
13,600
+2,380
+21% +$40.6K 0.03% 185
2021
Q1 		$190K Buy
11,220
+2,945
+36% +$50.3K 0.02% 185
2020
Q4 		$128K Sell
8,275
-225
-3% -$3.17K 0.02% 225
2020
Q3 		$106K Sell
8,500
-375
-4% -$4.61K 0.01% 229
2020
Q2 		$109K Hold
8,875
– – 0.02% 212
2020
Q1 		$105K Buy
8,875
+775
+10% +$12.2K 0.02% 192
2019
Q4 		$135K Hold
8,100
– – 0.02% 207
2019
Q3 		$122K Buy
+8,100
New +$121K 0.02% 210
2017
Q2 		– Sell
-370
Closed -$6K – 489
2017
Q1 		$6K Buy
+370
New +$5.74K ﹤0.01% 441

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Baldwin Wealth Partners's IX Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of ORIX (IX) in Q4 2023, closing a stake of 9,875 shares — an estimated $185K sold.

Baldwin Wealth Partners first reported a position in IX in Q1 2017 and held it in 18 quarters. The position peaked at $283K in Q4 2021. 152 funds tracked by Wall St. Rank hold IX as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining ORIX position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 9,875 ORIX shares in Q4 2023, an estimated $185K.
  • Baldwin Wealth Partners first reported a position in ORIX in Q1 2017 and held it in 18 quarters.
  • Baldwin Wealth Partners's ORIX position peaked at $283K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held ORIX as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.