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WealthStone’s ORIX IX Stock Holding History

WealthStone’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
Q3 		– Sell
-70
Closed -$1.05K – 323
2019
Q2 		$1.05K Buy
+70
New +$1K ﹤0.01% 666

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WealthStone's IX Position: Q3 2019 in Review

WealthStone sold out of ORIX (IX) in Q3 2019, closing a stake of 70 shares — an estimated $1.05K sold.

WealthStone first reported a position in IX in Q2 2019 and held it in 1 quarter. The position peaked at $1.05K in Q2 2019. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

  • WealthStone reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 70 ORIX shares in Q3 2019, an estimated $1.05K.
  • WealthStone first reported a position in ORIX in Q2 2019 and held it in 1 quarter.
  • WealthStone's ORIX position peaked at $1.05K in Q2 2019.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.