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Principle Wealth Partners’s ORIX IX Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-2,475
Closed -$30K – 298
2020
Q2 		$30K Buy
+2,475
New +$30.4K 0.01% 323

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Principle Wealth Partners's IX Position: Q3 2020 in Review

Principle Wealth Partners sold out of ORIX (IX) in Q3 2020, closing a stake of 2,475 shares — an estimated $30K sold.

Principle Wealth Partners first reported a position in IX in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 112 funds tracked by Wall St. Rank hold IX as of Q3 2020.

  • Principle Wealth Partners reported no remaining ORIX position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 2,475 ORIX shares in Q3 2020, an estimated $30K.
  • Principle Wealth Partners first reported a position in ORIX in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's ORIX position peaked at $30K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.