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International Assets Investment Management’s ORIX IX Stock Holding History

International Assets Investment Management’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
-1,580
Closed -$36.7K – 1330
2024
Q3 		$36.7K Buy
+1,580
New +$37.1K ﹤0.01% 1172
2021
Q2 		– Sell
-275
Closed -$4K – 1176
2021
Q1 		$4K Hold
275
– – ﹤0.01% 1847
2020
Q4 		$4K Buy
+275
New +$3.88K ﹤0.01% 1700

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

International Assets Investment Management's IX Position: Q4 2024 in Review

International Assets Investment Management sold out of ORIX (IX) in Q4 2024, closing a stake of 1,580 shares — an estimated $36.7K sold.

International Assets Investment Management first reported a position in IX in Q4 2020 and held it in 3 quarters. The position peaked at $36.7K in Q3 2024. 190 funds tracked by Wall St. Rank hold IX as of Q4 2024.

  • International Assets Investment Management reported no remaining ORIX position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 1,580 ORIX shares in Q4 2024, an estimated $36.7K.
  • International Assets Investment Management first reported a position in ORIX in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's ORIX position peaked at $36.7K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held ORIX as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.