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Liberty Wealth Management’s ORIX IX Stock Holding History

Liberty 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
2021
Q4 		– Sell
-10
Closed – – 647
2021
Q3 		$0 Sell
10
-85
-89% -$1.56K ﹤0.01% 1202
2021
Q2 		$2K Buy
95
+20
+27% +$341 ﹤0.01% 927
2021
Q1 		$1K Hold
75
– – ﹤0.01% 876
2020
Q4 		$1K Buy
+75
New +$1.06K ﹤0.01% 875
2020
Q3 		– Sell
-335
Closed -$4K – 908
2020
Q2 		$4K Sell
335
-150
-31% -$1.84K ﹤0.01% 650
2020
Q1 		$6K Buy
485
+95
+24% +$1.5K 0.01% 546
2019
Q4 		$7K Buy
390
+250
+179% +$4.01K 0.01% 618
2019
Q3 		$2K Buy
+140
New +$2.1K ﹤0.01% 741
2019
Q1 		– Sell
-510
Closed -$7K – 789
2018
Q4 		$7K Buy
+510
New +$7.99K 0.01% 483

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

Liberty Wealth Management's IX Position: Q4 2021 in Review

Liberty Wealth Management sold out of ORIX (IX) in Q4 2021, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in IX in Q4 2018 and held it in 9 quarters. The position peaked at $7K in Q4 2019. 147 funds tracked by Wall St. Rank hold IX as of Q4 2021.

  • Liberty Wealth Management reported no remaining ORIX position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 10 ORIX shares in Q4 2021.
  • Liberty Wealth Management first reported a position in ORIX in Q4 2018 and held it in 9 quarters.
  • Liberty Wealth Management's ORIX position peaked at $7K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held ORIX as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.