JFS Wealth Advisors’s ORIX IX Stock Holding History

JFS Wealth Advisors’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 Q1	–	Sell	-310	Closed	-$5.79K	–	2019
2023 Q4	$5.79K	Buy	+310	New	+$5.64K	﹤0.01%	994

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

JFS Wealth Advisors's IX Position: Q1 2024 in Review

JFS Wealth Advisors sold out of ORIX (IX) in Q1 2024, closing a stake of 310 shares — an estimated $5.79K sold.

JFS Wealth Advisors first reported a position in IX in Q4 2023 and held it in 1 quarter. The position peaked at $5.79K in Q4 2023. 159 funds tracked by Wall St. Rank hold IX as of Q1 2024.

JFS Wealth Advisors reported no remaining ORIX position as of Q1 2024 after selling out during the quarter.
JFS Wealth Advisors sold 310 ORIX shares in Q1 2024, an estimated $5.79K.
JFS Wealth Advisors first reported a position in ORIX in Q4 2023 and held it in 1 quarter.
JFS Wealth Advisors's ORIX position peaked at $5.79K in Q4 2023.
159 funds tracked by Wall St. Rank held ORIX as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.