Wealth Quarterback’s ORIX IX Stock Holding History

Wealth Quarterback’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
2020 Q1	–	Sell	-195	Closed	-$3.21K	–	1056
2019 Q4	$3.21K	Buy	+195	New	+$3.13K	﹤0.01%	698

Other funds holding IX

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Quarterback's IX Position: Q1 2020 in Review

Wealth Quarterback sold out of ORIX (IX) in Q1 2020, closing a stake of 195 shares — an estimated $3.21K sold.

Wealth Quarterback first reported a position in IX in Q4 2019 and held it in 1 quarter. The position peaked at $3.21K in Q4 2019. 112 funds tracked by Wall St. Rank hold IX as of Q1 2020.

Wealth Quarterback reported no remaining ORIX position as of Q1 2020 after selling out during the quarter.
Wealth Quarterback sold 195 ORIX shares in Q1 2020, an estimated $3.21K.
Wealth Quarterback first reported a position in ORIX in Q4 2019 and held it in 1 quarter.
Wealth Quarterback's ORIX position peaked at $3.21K in Q4 2019.
112 funds tracked by Wall St. Rank held ORIX as of Q1 2020.

Based on Wealth Quarterback's 13F filing for Q1 2020, filed 14 May 2020.