Fortitude Advisory Group’s ORIX IX Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-160	Closed	-$3K	–	739
2022 Q1	$3K	Hold	160	–	–	﹤0.01%	1271
2021 Q4	$3K	Buy	+160	New	+$3.19K	﹤0.01%	1310

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Fortitude Advisory Group's IX Position: Q2 2022 in Review

Fortitude Advisory Group sold out of ORIX (IX) in Q2 2022, closing a stake of 160 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in IX in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 139 funds tracked by Wall St. Rank hold IX as of Q2 2022.

Fortitude Advisory Group reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 160 ORIX shares in Q2 2022, an estimated $3K.
Fortitude Advisory Group first reported a position in ORIX in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's ORIX position peaked at $3K in Q1 2022.
139 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.