VVP
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Venture Visionary Partners’s ORIX IX Stock Holding History

Venture Visionary 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
-450
Closed -$7.57K – 1006
2022
Q2 		$7.57K Buy
+450
New +$8.18K ﹤0.01% 1315

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
Wells Fargo
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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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

Venture Visionary Partners's IX Position: Q3 2022 in Review

Venture Visionary Partners sold out of ORIX (IX) in Q3 2022, closing a stake of 450 shares — an estimated $7.57K sold.

Venture Visionary Partners first reported a position in IX in Q2 2022 and held it in 1 quarter. The position peaked at $7.57K in Q2 2022. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • Venture Visionary Partners reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 450 ORIX shares in Q3 2022, an estimated $7.57K.
  • Venture Visionary Partners first reported a position in ORIX in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's ORIX position peaked at $7.57K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.