FinTrust Capital Advisors’s ORIX IX Stock Holding History

FinTrust Capital 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
2024 Q3	–	Sell	-115	Closed	-$2.56K	–	1406
2024 Q2	$2.56K	Buy	+115	New	+$2.46K	﹤0.01%	1162
2019 Q2	–	Sell	-175	Closed	-$3K	–	1152
2019 Q1	$3K	Sell	175 -50	-22%	-$737	﹤0.01%	1036
2018 Q4	$3K	Buy	+225	New	+$3.53K	﹤0.01%	1047

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

FinTrust Capital Advisors's IX Position: Q3 2024 in Review

FinTrust Capital Advisors sold out of ORIX (IX) in Q3 2024, closing a stake of 115 shares — an estimated $2.56K sold.

FinTrust Capital Advisors first reported a position in IX in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2019. 174 funds tracked by Wall St. Rank hold IX as of Q3 2024.

FinTrust Capital Advisors reported no remaining ORIX position as of Q3 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 115 ORIX shares in Q3 2024, an estimated $2.56K.
FinTrust Capital Advisors first reported a position in ORIX in Q4 2018 and held it in 3 quarters.
FinTrust Capital Advisors's ORIX position peaked at $3K in Q1 2019.
174 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.