Connectus Wealth’s ORIX IX Stock Holding History

Connectus Wealth’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
2022 Q1	–	Sell	-15,445	Closed	-$314K	–	387
2021 Q4	$314K	Buy	+15,445	New	+$307K	0.01%	296

Other funds holding IX

PPA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Connectus Wealth's IX Position: Q1 2022 in Review

Connectus Wealth sold out of ORIX (IX) in Q1 2022, closing a stake of 15,445 shares — an estimated $314K sold.

Connectus Wealth first reported a position in IX in Q4 2021 and held it in 1 quarter. The position peaked at $314K in Q4 2021. 143 funds tracked by Wall St. Rank hold IX as of Q1 2022.

Connectus Wealth reported no remaining ORIX position as of Q1 2022 after selling out during the quarter.
Connectus Wealth sold 15,445 ORIX shares in Q1 2022, an estimated $314K.
Connectus Wealth first reported a position in ORIX in Q4 2021 and held it in 1 quarter.
Connectus Wealth's ORIX position peaked at $314K in Q4 2021.
143 funds tracked by Wall St. Rank held ORIX as of Q1 2022.

Based on Connectus Wealth's 13F filing for Q1 2022, filed 6 May 2022.