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Wealthspire Advisors (Maryland)’s ORIX IX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-5,875
Closed -$84K – 1223
2019
Q1 		$84K Sell
5,875
-45
-0.8% -$664 0.01% 704
2018
Q4 		$85K Sell
5,920
-3,430
-37% -$53.8K 0.01% 659
2018
Q3 		$152K Sell
9,350
-1,495
-14% -$24.1K 0.01% 536
2018
Q2 		$171K Sell
10,845
-2,430
-18% -$42K 0.02% 509
2018
Q1 		$239K Sell
13,275
-280
-2% -$5.07K 0.02% 417
2017
Q4 		$230K Sell
13,555
-745
-5% -$12.6K 0.02% 434
2017
Q3 		$231K Sell
14,300
-21,295
-60% -$342K 0.03% 432
2017
Q2 		$555K Buy
35,595
+3,050
+9% +$47.6K 0.07% 209
2017
Q1 		$484K Sell
32,545
-1,495
-4% -$23.2K 0.07% 190
2016
Q4 		$530K Buy
34,040
+10,075
+42% +$155K 0.08% 167
2016
Q3 		$355K Sell
23,965
-14,325
-37% -$202K 0.06% 228
2016
Q2 		$489K Buy
38,290
+3,600
+10% +$50.1K 0.08% 166
2016
Q1 		$495K Buy
34,690
+1,085
+3% +$14.8K 0.09% 156
2015
Q4 		$472K Buy
+33,605
New +$489K 0.09% 161

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ORIX (IX) in Q2 2019, closing a stake of 5,875 shares — an estimated $84K sold.

Wealthspire Advisors (Maryland) first reported a position in IX in Q4 2015 and held it in 14 quarters. The position peaked at $555K in Q2 2017. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,875 ORIX shares in Q2 2019, an estimated $84K.
  • Wealthspire Advisors (Maryland) first reported a position in ORIX in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s ORIX position peaked at $555K in Q2 2017.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.