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Evolution Wealth Advisors’s ORIX IX Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-550
Closed -$9K – 489
2019
Q4 		$9K Buy
+550
New +$8.83K ﹤0.01% 318

Other funds holding IX

Morgan Stanley
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's IX Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of ORIX (IX) in Q1 2020, closing a stake of 550 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in IX in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 112 funds tracked by Wall St. Rank hold IX as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining ORIX position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 550 ORIX shares in Q1 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in ORIX in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's ORIX position peaked at $9K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.