Cetera Advisor Networks’s ORIX IX Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-6,565	Closed	-$81K	–	2125
2020 Q2	$81K	Buy	+6,565	New	+$80.7K	﹤0.01%	1643

Other funds holding IX

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

PPA

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Cetera Advisor Networks's IX Position: Q3 2020 in Review

Cetera Advisor Networks sold out of ORIX (IX) in Q3 2020, closing a stake of 6,565 shares — an estimated $81K sold.

Cetera Advisor Networks first reported a position in IX in Q2 2020 and held it in 1 quarter. The position peaked at $81K in Q2 2020. 112 funds tracked by Wall St. Rank hold IX as of Q3 2020.

Cetera Advisor Networks reported no remaining ORIX position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 6,565 ORIX shares in Q3 2020, an estimated $81K.
Cetera Advisor Networks first reported a position in ORIX in Q2 2020 and held it in 1 quarter.
Cetera Advisor Networks's ORIX position peaked at $81K in Q2 2020.
112 funds tracked by Wall St. Rank held ORIX as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.