Ken Fisher
IX icon

Ken Fisher’s ORIX IX Stock Holding History

Ken Fisher’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
2021
Q4 		– Sell
-15,505
Closed -$293K – 986
2021
Q3 		$293K Hold
15,505
– – ﹤0.01% 805
2021
Q2 		$263K Sell
15,505
-1,730
-10% -$29.5K ﹤0.01% 831
2021
Q1 		$292K Sell
17,235
-1,615
-9% -$27.6K ﹤0.01% 794
2020
Q4 		$292K Sell
18,850
-3,035
-14% -$42.8K ﹤0.01% 795
2020
Q3 		$274K Buy
+21,885
New +$269K ﹤0.01% 757

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's IX Position: Q4 2021 in Review

Ken Fisher sold out of ORIX (IX) in Q4 2021, closing a stake of 15,505 shares — an estimated $293K sold.

Ken Fisher first reported a position in IX in Q3 2020 and held it in 5 quarters. The position peaked at $293K in Q3 2021. 148 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Ken Fisher reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
  • Ken Fisher sold 15,505 ORIX shares in Q4 2021, an estimated $293K.
  • Ken Fisher first reported a position in ORIX in Q3 2020 and held it in 5 quarters.
  • Ken Fisher's ORIX position peaked at $293K in Q3 2021.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Fisher Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.