OPS
AAXJ icon

Orion Portfolio Solutions’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Orion Portfolio Solutions’s Portfolio AAXJ Stock Details AAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-227
Closed -$16K – 447
2020
Q2 		$16K Sell
227
-83
-27% -$5.39K ﹤0.01% 1012
2020
Q1 		$19K Buy
+310
New +$21.3K ﹤0.01% 840

Other funds holding AAXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Orion Portfolio Solutions's AAXJ Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares MSCI All Country Asia ex Japan ETF (AAXJ) in Q3 2020, closing a stake of 227 shares — an estimated $16K sold.

Orion Portfolio Solutions first reported a position in AAXJ in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2020. 210 funds tracked by Wall St. Rank hold AAXJ as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares MSCI All Country Asia ex Japan ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 227 iShares MSCI All Country Asia ex Japan ETF shares in Q3 2020, an estimated $16K.
  • Orion Portfolio Solutions first reported a position in iShares MSCI All Country Asia ex Japan ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares MSCI All Country Asia ex Japan ETF position peaked at $19K in Q1 2020.
  • 210 funds tracked by Wall St. Rank held iShares MSCI All Country Asia ex Japan ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.