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Prosperity Consulting Group’s ORIX IX Stock Holding History

Prosperity Consulting 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
2024
Q2 		– Sell
-11,355
Closed -$250K – 316
2024
Q1 		$250K Buy
+11,355
New +$231K 0.03% 295

Other funds holding IX

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prosperity Consulting Group's IX Position: Q2 2024 in Review

Prosperity Consulting Group sold out of ORIX (IX) in Q2 2024, closing a stake of 11,355 shares — an estimated $250K sold.

Prosperity Consulting Group first reported a position in IX in Q1 2024 and held it in 1 quarter. The position peaked at $250K in Q1 2024. 171 funds tracked by Wall St. Rank hold IX as of Q2 2024.

  • Prosperity Consulting Group reported no remaining ORIX position as of Q2 2024 after selling out during the quarter.
  • Prosperity Consulting Group sold 11,355 ORIX shares in Q2 2024, an estimated $250K.
  • Prosperity Consulting Group first reported a position in ORIX in Q1 2024 and held it in 1 quarter.
  • Prosperity Consulting Group's ORIX position peaked at $250K in Q1 2024.
  • 171 funds tracked by Wall St. Rank held ORIX as of Q2 2024.

Based on Prosperity Consulting Group's 13F filing for Q2 2024, filed 8 Aug 2024.