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Heritage Wealth Management (Arizona)’s ORIX IX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$151K Buy
9,350
+4,655
+99% +$70.7K 0.02% 362
2022
Q3 		$66K Buy
4,695
+30
+0.6% +$490 0.02% 368
2022
Q2 		$78.5K Buy
4,665
+65
+1% +$1.18K 0.03% 362
2022
Q1 		$92K Buy
+4,600
New +$94K 0.02% 379
2021
Q3 		$91K Sell
4,835
-420
-8% -$7.73K 0.03% 359
2021
Q2 		$89K Buy
+5,255
New +$89.7K 0.03% 358

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ORIX (IX) stake by 99% in Q4 2022, buying an estimated $70.7K and bringing the position to 9,350 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #362.

Heritage Wealth Management (Arizona) first reported a position in IX in Q2 2021 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 9,350 shares of ORIX worth $151K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 4,655 ORIX shares in Q4 2022, an estimated $70.7K.
  • ORIX made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #362 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ORIX in Q2 2021 and has held it in 6 quarters since.
  • 126 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.