Comerica Securities’s ORIX IX Stock Holding History

Comerica Securities’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 Q1	–	Sell	-60	Closed	-$966	–	939
2022 Q4	$966	Buy	+60	New	+$912	﹤0.01%	1360

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Comerica Securities's IX Position: Q1 2023 in Review

Comerica Securities sold out of ORIX (IX) in Q1 2023, closing a stake of 60 shares — an estimated $966 sold.

Comerica Securities first reported a position in IX in Q4 2022 and held it in 1 quarter. The position peaked at $966 in Q4 2022. 123 funds tracked by Wall St. Rank hold IX as of Q1 2023.

Comerica Securities reported no remaining ORIX position as of Q1 2023 after selling out during the quarter.
Comerica Securities sold 60 ORIX shares in Q1 2023, an estimated $966.
Comerica Securities first reported a position in ORIX in Q4 2022 and held it in 1 quarter.
Comerica Securities's ORIX position peaked at $966 in Q4 2022.
123 funds tracked by Wall St. Rank held ORIX as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.