RWB
IX icon

RMR Wealth Builders’s ORIX IX Stock Holding History

RMR Wealth Builders’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
-700
Closed -$12K – 430
2021
Q1 		$12K Hold
700
– – ﹤0.01% 577
2020
Q4 		$11K Buy
+700
New +$9.87K 0.01% 404
2020
Q3 		– Sell
-595
Closed -$7K – 346
2020
Q2 		$7K Buy
+595
New +$7.31K 0.01% 359
2019
Q4 		$10K Buy
+595
New +$9.55K 0.01% 343

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RMR Wealth Builders's IX Position: Q2 2021 in Review

RMR Wealth Builders sold out of ORIX (IX) in Q2 2021, closing a stake of 700 shares — an estimated $12K sold.

RMR Wealth Builders first reported a position in IX in Q4 2019 and held it in 4 quarters. The position peaked at $12K in Q1 2021. 121 funds tracked by Wall St. Rank hold IX as of Q2 2021.

  • RMR Wealth Builders reported no remaining ORIX position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 700 ORIX shares in Q2 2021, an estimated $12K.
  • RMR Wealth Builders first reported a position in ORIX in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's ORIX position peaked at $12K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.