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RFP Financial Group’s ORIX IX Stock Holding History

RFP Financial 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
Q3 		– Sell
-265
Closed -$5.9K – 452
2024
Q2 		$5.9K Sell
265
-10
-4% -$214 ﹤0.01% 530
2024
Q1 		$6.06K Buy
275
+105
+62% +$2.13K ﹤0.01% 490
2023
Q4 		$3.17K Sell
170
-270
-61% -$4.91K ﹤0.01% 616
2023
Q3 		$8.26K Hold
440
– – ﹤0.01% 417
2023
Q2 		$8.03K Hold
440
– – ﹤0.01% 458
2023
Q1 		$7.22K Hold
440
– – 0.01% 330
2022
Q4 		$7.09K Buy
+440
New +$6.69K ﹤0.01% 455

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

RFP Financial Group's IX Position: Q3 2024 in Review

RFP Financial Group sold out of ORIX (IX) in Q3 2024, closing a stake of 265 shares — an estimated $5.9K sold.

RFP Financial Group first reported a position in IX in Q4 2022 and held it in 7 quarters. The position peaked at $8.26K in Q3 2023. 175 funds tracked by Wall St. Rank hold IX as of Q3 2024.

  • RFP Financial Group reported no remaining ORIX position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 265 ORIX shares in Q3 2024, an estimated $5.9K.
  • RFP Financial Group first reported a position in ORIX in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's ORIX position peaked at $8.26K in Q3 2023.
  • 175 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.