Money Concepts Capital’s ORIX IX Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-220	Closed	-$3.54K	–	1736
2022 Q4	$3.54K	Buy	+220	New	+$3.34K	﹤0.01%	2493

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Money Concepts Capital's IX Position: Q1 2023 in Review

Money Concepts Capital sold out of ORIX (IX) in Q1 2023, closing a stake of 220 shares — an estimated $3.54K sold.

Money Concepts Capital first reported a position in IX in Q4 2022 and held it in 1 quarter. The position peaked at $3.54K in Q4 2022. 123 funds tracked by Wall St. Rank hold IX as of Q1 2023.

Money Concepts Capital reported no remaining ORIX position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 220 ORIX shares in Q1 2023, an estimated $3.54K.
Money Concepts Capital first reported a position in ORIX in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's ORIX position peaked at $3.54K in Q4 2022.
123 funds tracked by Wall St. Rank held ORIX as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.