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Loring Wolcott & Coolidge Fiduciary Advisors’s ORIX IX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-500
Closed -$8K – 851
2021
Q2 		$8K Buy
+500
New +$8.53K ﹤0.01% 672
2014
Q2 		– Sell
-430
Closed -$6K – 627
2014
Q1 		$6K Buy
+430
New +$6.58K ﹤0.01% 570

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IX Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ORIX (IX) in Q3 2021, closing a stake of 500 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IX in Q1 2014 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 134 funds tracked by Wall St. Rank hold IX as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ORIX position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 500 ORIX shares in Q3 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ORIX in Q1 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ORIX position peaked at $8K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held ORIX as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.