Prospera Financial Services’s ORIX IX Stock Holding History

Prospera Financial Services’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 Q2	–	Sell	-15	Closed	–	–	2125
2022 Q1	$0	Buy	+15	New	+$307	﹤0.01%	2759

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Prospera Financial Services's IX Position: Q2 2022 in Review

Prospera Financial Services sold out of ORIX (IX) in Q2 2022, closing a stake of 15 shares.

Prospera Financial Services first reported a position in IX in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 138 funds tracked by Wall St. Rank hold IX as of Q2 2022.

Prospera Financial Services reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 15 ORIX shares in Q2 2022.
Prospera Financial Services first reported a position in ORIX in Q1 2022 and held it in 1 quarter.
Prospera Financial Services's ORIX position peaked at $0 in Q1 2022.
138 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.