FGAM
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Financial Gravity Asset Management’s ORIX IX Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-10
Closed -$220 – 1953
2024
Q1 		$220 Buy
+10
New +$203 ﹤0.01% 1597
2023
Q3 		– Sell
-455
Closed -$182 – 1511
2023
Q2 		$182 Buy
+455
New +$7.88K ﹤0.01% 1195
2023
Q1 		– Sell
-405
Closed -$1.71K – 1402
2022
Q4 		$1.71K Buy
+405
New +$6.15K 0.01% 569
2022
Q2 		– Sell
-9,000
Closed -$2.29K – 788
2022
Q1 		$2.29K Buy
+9,000
New +$184K 0.06% 274
2020
Q1 		– Sell
-5
Closed -$83K – 1248
2019
Q4 		$83K Sell
5
-15
-75% -$241 0.06% 409
2019
Q3 		$0 Hold
20
– – ﹤0.01% 1377
2019
Q2 		$0 Sell
20
-5
-20% -$72 ﹤0.01% 1448
2019
Q1 		$0 Buy
+25
New +$369 ﹤0.01% 1429
2018
Q3 		$41K Buy
2,545
+10
+0.4% +$161 0.04% 374
2018
Q2 		$40K Buy
2,535
+415
+20% +$7.17K 0.04% 379
2018
Q1 		$38K Buy
+2,120
New +$38.4K 0.04% 400

Other funds holding IX

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return