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TCWP’s ORIX IX Stock Holding History

TCWP’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
2022
Q2 		– Sell
-200
Closed -$3K – 1008
2022
Q1 		$3K Buy
+200
New +$4.09K ﹤0.01% 1204

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

TCWP's IX Position: Q2 2022 in Review

TCWP sold out of ORIX (IX) in Q2 2022, closing a stake of 200 shares — an estimated $3K sold.

TCWP first reported a position in IX in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 138 funds tracked by Wall St. Rank hold IX as of Q2 2022.

  • TCWP reported no remaining ORIX position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 200 ORIX shares in Q2 2022, an estimated $3K.
  • TCWP first reported a position in ORIX in Q1 2022 and held it in 1 quarter.
  • TCWP's ORIX position peaked at $3K in Q1 2022.
  • 138 funds tracked by Wall St. Rank held ORIX as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.