Sowell Financial Services’s ORIX IX Stock Holding History

Sowell Financial Services’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	-60	Closed	-$1K	–	1636
2021 Q1	$1K	Buy	+60	New	+$1.03K	﹤0.01%	2963

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

Sowell Financial Services's IX Position: Q2 2021 in Review

Sowell Financial Services sold out of ORIX (IX) in Q2 2021, closing a stake of 60 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in IX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 121 funds tracked by Wall St. Rank hold IX as of Q2 2021.

Sowell Financial Services reported no remaining ORIX position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 60 ORIX shares in Q2 2021, an estimated $1K.
Sowell Financial Services first reported a position in ORIX in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's ORIX position peaked at $1K in Q1 2021.
121 funds tracked by Wall St. Rank held ORIX as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.