Wealthcare Advisory Partners’s ORIX IX Stock Holding History

Wealthcare Advisory 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
2020 Q2	–	Sell	-485	Closed	-$6K	–	867
2020 Q1	$6K	Hold	485	–	–	﹤0.01%	1057
2019 Q4	$8K	Hold	485	–	–	﹤0.01%	1003
2019 Q3	$7K	Hold	485	–	–	﹤0.01%	998
2019 Q2	$7K	Hold	485	–	–	﹤0.01%	984
2019 Q1	$7K	Hold	485	–	–	﹤0.01%	888
2018 Q4	$7K	Hold	485	–	–	﹤0.01%	861
2018 Q3	$8K	Hold	485	–	–	﹤0.01%	898
2018 Q2	$8K	Buy	+485	New	+$8.38K	﹤0.01%	893

Other funds holding IX

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wealthcare Advisory Partners's IX Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of ORIX (IX) in Q2 2020, closing a stake of 485 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in IX in Q2 2018 and held it in 8 quarters. The position peaked at $8K in Q4 2019. 114 funds tracked by Wall St. Rank hold IX as of Q2 2020.

Wealthcare Advisory Partners reported no remaining ORIX position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 485 ORIX shares in Q2 2020, an estimated $6K.
Wealthcare Advisory Partners first reported a position in ORIX in Q2 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's ORIX position peaked at $8K in Q4 2019.
114 funds tracked by Wall St. Rank held ORIX as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.