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Prestige Wealth Management Group’s ORIX IX Stock Holding History

Prestige Wealth Management Group’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
2020
Q2 		– Sell
-55
Closed -$1K – 914
2020
Q1 		$1K Buy
+55
New +$868 ﹤0.01% 772
2019
Q1 		– Sell
-430
Closed -$6K – 819
2018
Q4 		$6K Buy
+430
New +$6.74K ﹤0.01% 544

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prestige Wealth Management Group's IX Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of ORIX (IX) in Q2 2020, closing a stake of 55 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in IX in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 114 funds tracked by Wall St. Rank hold IX as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining ORIX position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 55 ORIX shares in Q2 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in ORIX in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's ORIX position peaked at $6K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held ORIX as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.