FGC
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Financial Gravity Companies’s ORIX IX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$37K Buy
+2,480
New +$38.9K 0.03% 407
2018
Q1 		$38K Buy
2,120
+2,085
+5,957% +$37.7K 0.04% 400
2017
Q4 		$1K Buy
+35
New +$593 ﹤0.01% 1140

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Financial Gravity Companies's IX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in ORIX (IX) in Q4 2018: 2,480 shares worth $37K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IX as recently as Q1 2018.

Financial Gravity Companies first reported a position in IX in Q4 2017 and has held it in 3 quarters since. The position peaked at $38K in Q1 2018. 155 funds tracked by Wall St. Rank hold IX as of Q4 2018.

  • Financial Gravity Companies held 2,480 shares of ORIX worth $37K as of Q4 2018.
  • ORIX was a new Financial Gravity Companies position in Q4 2018.
  • ORIX made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #407 holding.
  • Financial Gravity Companies first reported a position in ORIX in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's ORIX position peaked at $38K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held ORIX as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.