Meridian Wealth Partners’s ORIX IX Stock Holding History

Meridian Wealth Partners’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 Q2	–	Sell	-180	Closed	-$3K	–	679
2021 Q1	$3K	Buy	+180	New	+$3.08K	﹤0.01%	873

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

TRSOTSOK

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Meridian Wealth Partners's IX Position: Q2 2021 in Review

Meridian Wealth Partners sold out of ORIX (IX) in Q2 2021, closing a stake of 180 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in IX in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 120 funds tracked by Wall St. Rank hold IX as of Q2 2021.

Meridian Wealth Partners reported no remaining ORIX position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 180 ORIX shares in Q2 2021, an estimated $3K.
Meridian Wealth Partners first reported a position in ORIX in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's ORIX position peaked at $3K in Q1 2021.
120 funds tracked by Wall St. Rank held ORIX as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.