Intersect Capital’s ORIX IX Stock Holding History

Intersect Capital’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 Q2	–	Sell	-10,725	Closed	-$214K	–	393
2022 Q1	$214K	Buy	+10,725	New	+$219K	0.04%	400

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Intersect Capital's IX Position: Q2 2022 in Review

Intersect Capital sold out of ORIX (IX) in Q2 2022, closing a stake of 10,725 shares — an estimated $214K sold.

Intersect Capital first reported a position in IX in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 139 funds tracked by Wall St. Rank hold IX as of Q2 2022.

Intersect Capital reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 10,725 ORIX shares in Q2 2022, an estimated $214K.
Intersect Capital first reported a position in ORIX in Q1 2022 and held it in 1 quarter.
Intersect Capital's ORIX position peaked at $214K in Q1 2022.
139 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.