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Interchange Capital Partners’s ORIX IX Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-645
Closed -$9K – 675
2020
Q4 		$9K Buy
+645
New +$9.1K ﹤0.01% 816

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Interchange Capital Partners's IX Position: Q1 2021 in Review

Interchange Capital Partners sold out of ORIX (IX) in Q1 2021, closing a stake of 645 shares — an estimated $9K sold.

Interchange Capital Partners first reported a position in IX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 125 funds tracked by Wall St. Rank hold IX as of Q1 2021.

  • Interchange Capital Partners reported no remaining ORIX position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 645 ORIX shares in Q1 2021, an estimated $9K.
  • Interchange Capital Partners first reported a position in ORIX in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's ORIX position peaked at $9K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held ORIX as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.