SWP
IX icon

Stratos Wealth Partners’s ORIX IX Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-215
Closed -$3K – 1659
2018
Q3 		$3K Buy
+215
New +$3.46K ﹤0.01% 2614
2018
Q2 		– Sell
-215
Closed -$4K – 1782
2018
Q1 		$4K Sell
215
-145
-40% -$2.62K ﹤0.01% 2680
2017
Q4 		$6K Buy
+360
New +$6.1K ﹤0.01% 2334

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Stratos Wealth Partners's IX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of ORIX (IX) in Q4 2018, closing a stake of 215 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in IX in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 155 funds tracked by Wall St. Rank hold IX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining ORIX position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 215 ORIX shares in Q4 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in ORIX in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's ORIX position peaked at $6K in Q4 2017.
  • 155 funds tracked by Wall St. Rank held ORIX as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.