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Wealthcare Capital Management’s ORIX IX Stock Holding History

Wealthcare Capital Management’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
-180
Closed -$3K – 454
2019
Q4 		$3K Buy
+180
New +$2.89K ﹤0.01% 358
2015
Q2 		– Sell
-255
Closed -$4K – 636
2015
Q1 		$4K Buy
+255
New +$3.33K ﹤0.01% 691

Other funds holding IX

Morgan Stanley
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Capital Management's IX Position: Q1 2020 in Review

Wealthcare Capital Management sold out of ORIX (IX) in Q1 2020, closing a stake of 180 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in IX in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 112 funds tracked by Wall St. Rank hold IX as of Q1 2020.

  • Wealthcare Capital Management reported no remaining ORIX position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 180 ORIX shares in Q1 2020, an estimated $3K.
  • Wealthcare Capital Management first reported a position in ORIX in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's ORIX position peaked at $4K in Q1 2015.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.