CCP
IX icon

Corient Capital Partners’s ORIX IX Stock Holding History

Corient Capital Partners’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
Q3 		$210K Hold
12,470
– – 0.02% 601
2022
Q2 		$210K Sell
12,470
-865
-6% -$15.7K 0.02% 615
2022
Q1 		$266K Buy
13,335
+550
+4% +$11.2K 0.02% 589
2021
Q4 		$260K Sell
12,785
-245
-2% -$4.88K 0.02% 570
2021
Q3 		$246K Buy
+13,030
New +$240K 0.02% 564

Other funds holding IX

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Corient Capital Partners's IX Position: Q3 2022 in Review

Corient Capital Partners held its ORIX (IX) position steady in Q3 2022 at 12,470 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #601.

Corient Capital Partners first reported a position in IX in Q3 2021 and has held it in 5 quarters since. The position peaked at $266K in Q1 2022. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • Corient Capital Partners held 12,470 shares of ORIX worth $210K as of Q3 2022.
  • Corient Capital Partners left its ORIX share count unchanged in Q3 2022.
  • ORIX made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #601 holding.
  • Corient Capital Partners first reported a position in ORIX in Q3 2021 and has held it in 5 quarters since.
  • Corient Capital Partners's ORIX position peaked at $266K in Q1 2022.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.