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Laurel Wealth Planning’s ORIX IX Stock Holding History

Laurel Wealth Planning’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
Q3 		– Sell
-70
Closed -$1K – 231
2022
Q2 		$1K Hold
70
– – ﹤0.01% 230
2022
Q1 		$1K Hold
70
– – ﹤0.01% 256
2021
Q4 		$1K Hold
70
– – ﹤0.01% 197
2021
Q3 		$1K Buy
+70
New +$1.29K ﹤0.01% 204

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Laurel Wealth Planning's IX Position: Q3 2022 in Review

Laurel Wealth Planning sold out of ORIX (IX) in Q3 2022, closing a stake of 70 shares — an estimated $1K sold.

Laurel Wealth Planning first reported a position in IX in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • Laurel Wealth Planning reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 70 ORIX shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Planning first reported a position in ORIX in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Planning's ORIX position peaked at $1K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.