Ropes Wealth Advisors’s ORIX IX Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-35	Closed	-$1K	–	510
2020 Q4	$1K	Buy	+35	New	+$494	﹤0.01%	724

Other funds holding IX

PPA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TAM

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's IX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of ORIX (IX) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in IX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 125 funds tracked by Wall St. Rank hold IX as of Q1 2021.

Ropes Wealth Advisors reported no remaining ORIX position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 35 ORIX shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in ORIX in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's ORIX position peaked at $1K in Q4 2020.
125 funds tracked by Wall St. Rank held ORIX as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.