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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
-183,360
Closed -$316 – 1330
2024
Q3 		$316 Buy
+183,360
New +$4.31M ﹤0.01% 1450
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 $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 183,360 shares — an estimated $316 sold.

International Assets Investment Management first reported a position in IX in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2021. 189 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 183,360 ORIX shares in Q4 2024, an estimated $316.
  • 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 $4K in Q1 2021.
  • 189 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.