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Pinnacle Financial Partners (Tennessee)’s ORIX IX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2022
Q4 		– Sell
-225
Closed -$3K – 574
2022
Q3 		$3K Buy
+225
New +$3.67K ﹤0.01% 503

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IX Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of ORIX (IX) in Q4 2022, closing a stake of 225 shares — an estimated $3K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 126 funds tracked by Wall St. Rank hold IX as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining ORIX position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 225 ORIX shares in Q4 2022, an estimated $3K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in ORIX in Q3 2022 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s ORIX position peaked at $3K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held ORIX as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.