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Evoke Wealth’s ORIX IX Stock Holding History

Evoke 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
Q4 		– Sell
-340
Closed -$5K – 757
2022
Q3 		$5K Sell
340
-690
-67% -$11.3K ﹤0.01% 881
2022
Q2 		$17K Buy
1,030
+10
+1% +$182 ﹤0.01% 684
2022
Q1 		$20K Hold
1,020
– – ﹤0.01% 656
2021
Q4 		$21K Hold
1,020
– – ﹤0.01% 670
2021
Q3 		$19K Buy
1,020
+680
+200% +$12.5K ﹤0.01% 644
2021
Q2 		$6K Sell
340
-10
-3% -$171 ﹤0.01% 834
2021
Q1 		$6K Hold
350
– – ﹤0.01% 801
2020
Q4 		$5K Hold
350
– – ﹤0.01% 716
2020
Q3 		$4K Sell
350
-55
-14% -$676 ﹤0.01% 713
2020
Q2 		$5K Hold
405
– – ﹤0.01% 669
2020
Q1 		$4.8K Sell
405
-1,000
-71% -$15.8K ﹤0.01% 617
2019
Q4 		$23.5K Sell
1,405
-50
-3% -$802 ﹤0.01% 556
2019
Q3 		$21.9K Buy
+1,455
New +$21.8K ﹤0.01% 631

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evoke Wealth's IX Position: Q4 2022 in Review

Evoke Wealth sold out of ORIX (IX) in Q4 2022, closing a stake of 340 shares — an estimated $5K sold.

Evoke Wealth first reported a position in IX in Q3 2019 and held it in 13 quarters. The position peaked at $23.5K in Q4 2019. 126 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Evoke Wealth reported no remaining ORIX position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 340 ORIX shares in Q4 2022, an estimated $5K.
  • Evoke Wealth first reported a position in ORIX in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's ORIX position peaked at $23.5K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.