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Belpointe Asset Management’s ORIX IX Stock Holding History

Belpointe 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
-415
Closed -$6.81K – 1974
2023
Q1 		$6.81K Buy
415
+305
+277% +$5.23K ﹤0.01% 2896
2022
Q4 		$1.77K Buy
+110
New +$1.67K ﹤0.01% 3298

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Belpointe Asset Management's IX Position: Q2 2023 in Review

Belpointe Asset Management sold out of ORIX (IX) in Q2 2023, closing a stake of 415 shares — an estimated $6.81K sold.

Belpointe Asset Management first reported a position in IX in Q4 2022 and held it in 2 quarters. The position peaked at $6.81K in Q1 2023. 129 funds tracked by Wall St. Rank hold IX as of Q2 2023.

  • Belpointe Asset Management reported no remaining ORIX position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 415 ORIX shares in Q2 2023, an estimated $6.81K.
  • Belpointe Asset Management first reported a position in ORIX in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ORIX position peaked at $6.81K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held ORIX as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.