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Frazier Financial Advisors’s ORIX IX Stock Holding History

Frazier Financial 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
Q4 		– Sell
-245
Closed -$5.69K – 769
2024
Q3 		$5.69K Sell
245
-15
-6% -$353 ﹤0.01% 504
2024
Q2 		$5.79K Buy
+260
New +$5.55K ﹤0.01% 568

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Frazier Financial Advisors's IX Position: Q4 2024 in Review

Frazier Financial Advisors sold out of ORIX (IX) in Q4 2024, closing a stake of 245 shares — an estimated $5.69K sold.

Frazier Financial Advisors first reported a position in IX in Q2 2024 and held it in 2 quarters. The position peaked at $5.79K in Q2 2024. 190 funds tracked by Wall St. Rank hold IX as of Q4 2024.

  • Frazier Financial Advisors reported no remaining ORIX position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 245 ORIX shares in Q4 2024, an estimated $5.69K.
  • Frazier Financial Advisors first reported a position in ORIX in Q2 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's ORIX position peaked at $5.79K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held ORIX as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.