The Family Firm’s ORIX IX Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-45	Closed	-$1K	–	533
2024 Q2	$1K	Buy	+45	New	+$961	﹤0.01%	834

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

The Family Firm's IX Position: Q3 2024 in Review

The Family Firm sold out of ORIX (IX) in Q3 2024, closing a stake of 45 shares — an estimated $1K sold.

The Family Firm first reported a position in IX in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 175 funds tracked by Wall St. Rank hold IX as of Q3 2024.

The Family Firm reported no remaining ORIX position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 45 ORIX shares in Q3 2024, an estimated $1K.
The Family Firm first reported a position in ORIX in Q2 2024 and held it in 1 quarter.
The Family Firm's ORIX position peaked at $1K in Q2 2024.
175 funds tracked by Wall St. Rank held ORIX as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.