BNC Wealth Management’s ORIX IX Stock Holding History

BNC 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
2020 Q4	–	Sell	-590	Closed	-$7K	–	288
2020 Q3	$7K	Buy	+590	New	+$7.25K	﹤0.01%	339

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNC Wealth Management's IX Position: Q4 2020 in Review

BNC Wealth Management sold out of ORIX (IX) in Q4 2020, closing a stake of 590 shares — an estimated $7K sold.

BNC Wealth Management first reported a position in IX in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 123 funds tracked by Wall St. Rank hold IX as of Q4 2020.

BNC Wealth Management reported no remaining ORIX position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 590 ORIX shares in Q4 2020, an estimated $7K.
BNC Wealth Management first reported a position in ORIX in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's ORIX position peaked at $7K in Q3 2020.
123 funds tracked by Wall St. Rank held ORIX as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.