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Graves Light Lenhart Wealth’s ORIX IX Stock Holding History

Graves Light Lenhart Wealth’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
Q1 		– Sell
-2,385
Closed -$49K – 712
2021
Q4 		$49K Hold
2,385
– – 0.01% 399
2021
Q3 		$45K Sell
2,385
-275
-10% -$5.06K 0.01% 389
2021
Q2 		$45K Sell
2,660
-190
-7% -$3.24K 0.01% 394
2021
Q1 		$48K Hold
2,850
– – 0.01% 391
2020
Q4 		$44K Buy
+2,850
New +$40.2K 0.01% 392

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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

Graves Light Lenhart Wealth's IX Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of ORIX (IX) in Q1 2022, closing a stake of 2,385 shares — an estimated $49K sold.

Graves Light Lenhart Wealth first reported a position in IX in Q4 2020 and held it in 5 quarters. The position peaked at $49K in Q4 2021. 143 funds tracked by Wall St. Rank hold IX as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining ORIX position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 2,385 ORIX shares in Q1 2022, an estimated $49K.
  • Graves Light Lenhart Wealth first reported a position in ORIX in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's ORIX position peaked at $49K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held ORIX as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.