JWM
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Janiczek Wealth Management’s ORIX IX Stock Holding History

Janiczek Wealth 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
2022
Q2 		– Sell
-85
Closed -$2K – 1004
2022
Q1 		$2K Hold
85
– – ﹤0.01% 772
2021
Q4 		$2K Buy
85
+35
+70% +$697 ﹤0.01% 834
2021
Q3 		$1K Buy
+50
New +$920 ﹤0.01% 902

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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

Janiczek Wealth Management's IX Position: Q2 2022 in Review

Janiczek Wealth Management sold out of ORIX (IX) in Q2 2022, closing a stake of 85 shares — an estimated $2K sold.

Janiczek Wealth Management first reported a position in IX in Q3 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 139 funds tracked by Wall St. Rank hold IX as of Q2 2022.

  • Janiczek Wealth Management reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 85 ORIX shares in Q2 2022, an estimated $2K.
  • Janiczek Wealth Management first reported a position in ORIX in Q3 2021 and held it in 3 quarters.
  • Janiczek Wealth Management's ORIX position peaked at $2K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Janiczek Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.