One Wealth Advisors’s ORIX IX Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-1,575	Closed	-$25.4K	–	406
2022 Q4	$25.4K	Buy	+1,575	New	+$23.9K	0.01%	494
2019 Q2	–	Sell	-11,170	Closed	-$161K	–	297
2019 Q1	$161K	Buy	+11,170	New	+$165K	0.13%	139
2018 Q4	–	Sell	-10,455	Closed	-$169K	–	287
2018 Q3	$169K	Sell	10,455 -435	-4%	-$7.01K	0.13%	143
2018 Q2	$172K	Buy	10,890 +9,360	+612%	+$162K	0.14%	144
2018 Q1	$27K	Buy	+1,530	New	+$27.7K	0.02%	283

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

One Wealth Advisors's IX Position: Q1 2023 in Review

One Wealth Advisors sold out of ORIX (IX) in Q1 2023, closing a stake of 1,575 shares — an estimated $25.4K sold.

One Wealth Advisors first reported a position in IX in Q1 2018 and held it in 5 quarters. The position peaked at $172K in Q2 2018. 123 funds tracked by Wall St. Rank hold IX as of Q1 2023.

One Wealth Advisors reported no remaining ORIX position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,575 ORIX shares in Q1 2023, an estimated $25.4K.
One Wealth Advisors first reported a position in ORIX in Q1 2018 and held it in 5 quarters.
One Wealth Advisors's ORIX position peaked at $172K in Q2 2018.
123 funds tracked by Wall St. Rank held ORIX as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.