TFO Wealth Partners’s ORIX IX Stock Holding History

TFO 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
2022 Q3	–	Sell	-195	Closed	-$3K	–	311
2022 Q2	$3K	Buy	+195	New	+$3.54K	﹤0.01%	269

Other funds holding IX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TAM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's IX Position: Q3 2022 in Review

TFO Wealth Partners sold out of ORIX (IX) in Q3 2022, closing a stake of 195 shares — an estimated $3K sold.

TFO Wealth Partners first reported a position in IX in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

TFO Wealth Partners reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 195 ORIX shares in Q3 2022, an estimated $3K.
TFO Wealth Partners first reported a position in ORIX in Q2 2022 and held it in 1 quarter.
TFO Wealth Partners's ORIX position peaked at $3K in Q2 2022.
123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.