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BOK Financial’s ORIX IX Stock Holding History

BOK Financial’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
2024
Q2 		– Sell
-125
Closed -$2.62K – 1220
2024
Q1 		$2.62K Sell
125
-305
-71% -$6.2K ﹤0.01% 1042
2023
Q4 		$8.03K Hold
430
– – ﹤0.01% 973
2023
Q3 		$7.88K Buy
430
+230
+115% +$4.3K ﹤0.01% 914
2023
Q2 		$3.65K Sell
200
-780
-80% -$13.5K ﹤0.01% 996
2023
Q1 		$16.1K Buy
+980
New +$16.8K ﹤0.01% 956
2018
Q2 		– Sell
-17,610
Closed -$316K – 939
2018
Q1 		$316K Buy
17,610
+915
+5% +$16.6K 0.01% 759
2017
Q4 		$283K Buy
16,695
+6,690
+67% +$113K 0.01% 796
2017
Q3 		$162K Buy
+10,005
New +$161K ﹤0.01% 897

Other funds holding IX

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BOK Financial's IX Position: Q2 2024 in Review

BOK Financial sold out of ORIX (IX) in Q2 2024, closing a stake of 125 shares — an estimated $2.62K sold.

BOK Financial first reported a position in IX in Q3 2017 and held it in 8 quarters. The position peaked at $316K in Q1 2018. 171 funds tracked by Wall St. Rank hold IX as of Q2 2024.

  • BOK Financial reported no remaining ORIX position as of Q2 2024 after selling out during the quarter.
  • BOK Financial sold 125 ORIX shares in Q2 2024, an estimated $2.62K.
  • BOK Financial first reported a position in ORIX in Q3 2017 and held it in 8 quarters.
  • BOK Financial's ORIX position peaked at $316K in Q1 2018.
  • 171 funds tracked by Wall St. Rank held ORIX as of Q2 2024.

Based on BOK Financial's 13F filing for Q2 2024, filed 8 Aug 2024.