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Pacific Capital Wealth Advisors’s ORIX IX Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-255
Closed -$5.68K – 555
2024
Q2 		$5.68K Buy
+255
New +$5.45K ﹤0.01% 375

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Pacific Capital Wealth Advisors's IX Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of ORIX (IX) in Q3 2024, closing a stake of 255 shares — an estimated $5.68K sold.

Pacific Capital Wealth Advisors first reported a position in IX in Q2 2024 and held it in 1 quarter. The position peaked at $5.68K in Q2 2024. 175 funds tracked by Wall St. Rank hold IX as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining ORIX position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 255 ORIX shares in Q3 2024, an estimated $5.68K.
  • Pacific Capital Wealth Advisors first reported a position in ORIX in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ORIX position peaked at $5.68K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.