Reilly Financial Advisors’s ORIX IX Stock Holding History

Reilly Financial Advisors’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
2021 Q2	–	Sell	-105	Closed	-$2K	–	1041
2021 Q1	$2K	Buy	+105	New	+$1.79K	﹤0.01%	923
2020 Q3	–	Sell	-210	Closed	-$3K	–	888
2020 Q2	$3K	Hold	210	–	–	﹤0.01%	765
2020 Q1	$2K	Hold	210	–	–	﹤0.01%	790
2019 Q4	$3K	Hold	210	–	–	﹤0.01%	779
2019 Q3	$3K	Hold	210	–	–	﹤0.01%	793
2019 Q2	$3K	Hold	210	–	–	﹤0.01%	836
2019 Q1	$3K	Hold	210	–	–	﹤0.01%	857
2018 Q4	$3K	Hold	210	–	–	﹤0.01%	824
2018 Q3	$3K	Hold	210	–	–	﹤0.01%	904
2018 Q2	$3K	Hold	210	–	–	﹤0.01%	885
2018 Q1	$4K	Hold	210	–	–	﹤0.01%	807
2017 Q4	$4K	Hold	210	–	–	﹤0.01%	808
2017 Q3	$3K	Hold	210	–	–	﹤0.01%	841
2017 Q2	$3K	Hold	210	–	–	﹤0.01%	836
2017 Q1	$3K	Hold	210	–	–	﹤0.01%	813
2016 Q4	$3K	Hold	210	–	–	﹤0.01%	733
2016 Q3	$3K	Hold	210	–	–	﹤0.01%	712
2016 Q2	$3K	Hold	210	–	–	﹤0.01%	679
2016 Q1	$3K	Hold	210	–	–	﹤0.01%	1022
2015 Q4	$3K	Hold	210	–	–	﹤0.01%	1023
2015 Q3	$3K	Hold	210	–	–	﹤0.01%	1077
2015 Q2	$3K	Hold	210	–	–	﹤0.01%	1175
2015 Q1	$3K	Hold	210	–	–	﹤0.01%	1106
2014 Q4	$3K	Hold	210	–	–	﹤0.01%	705
2014 Q3	$3K	Hold	210	–	–	﹤0.01%	719
2014 Q2	$3K	Hold	210	–	–	﹤0.01%	753
2014 Q1	$3K	Hold	210	–	–	﹤0.01%	729
2013 Q4	$4K	Hold	210	–	–	﹤0.01%	711
2013 Q3	$3K	Hold	210	–	–	﹤0.01%	668
2013 Q2	$3K	Buy	+210	New	+$2.97K	﹤0.01%	703

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's IX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of ORIX (IX) in Q2 2021, closing a stake of 105 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in IX in Q2 2013 and held it in 30 quarters. The position peaked at $4K in Q1 2018. 121 funds tracked by Wall St. Rank hold IX as of Q2 2021.

Reilly Financial Advisors reported no remaining ORIX position as of Q2 2021 after selling out during the quarter.
Reilly Financial Advisors sold 105 ORIX shares in Q2 2021, an estimated $2K.
Reilly Financial Advisors first reported a position in ORIX in Q2 2013 and held it in 30 quarters.
Reilly Financial Advisors's ORIX position peaked at $4K in Q1 2018.
121 funds tracked by Wall St. Rank held ORIX as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.