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Farmers & Merchants Trust Co of Chambersburg PA’s ORIX IX Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 		– Sell
-290
Closed -$5K – 351
2022
Q2 		$5K Buy
+290
New +$5.27K ﹤0.01% 310

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 $6.73T AUM 46.02% 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 $5.63B AUM 45.28% 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 $14.7B AUM 42.39% 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 $424B AUM 22.96% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's IX Position: Q3 2022 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of ORIX (IX) in Q3 2022, closing a stake of 290 shares — an estimated $5K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in IX in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 124 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 290 ORIX shares in Q3 2022, an estimated $5K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in ORIX in Q2 2022 and held it in 1 quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA's ORIX position peaked at $5K in Q2 2022.
  • 124 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2022, filed 17 Oct 2022.