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West Family Investments’s ORIX IX Stock Holding History

West Family Investments’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
2022
Q3 		– Sell
-17,115
Closed -$288K – 235
2022
Q2 		$288K Sell
17,115
-2,985
-15% -$54.2K 0.11% 168
2022
Q1 		$401K Sell
20,100
-3,790
-16% -$77.5K 0.11% 144
2021
Q4 		$486K Buy
23,890
+1,115
+5% +$22.2K 0.13% 130
2021
Q3 		$431K Buy
22,775
+525
+2% +$9.66K 0.11% 164
2021
Q2 		$377K Buy
+22,250
New +$380K 0.1% 182

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

West Family Investments's IX Position: Q3 2022 in Review

West Family Investments sold out of ORIX (IX) in Q3 2022, closing a stake of 17,115 shares — an estimated $288K sold.

West Family Investments first reported a position in IX in Q2 2021 and held it in 5 quarters. The position peaked at $486K in Q4 2021. 123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • West Family Investments reported no remaining ORIX position as of Q3 2022 after selling out during the quarter.
  • West Family Investments sold 17,115 ORIX shares in Q3 2022, an estimated $288K.
  • West Family Investments first reported a position in ORIX in Q2 2021 and held it in 5 quarters.
  • West Family Investments's ORIX position peaked at $486K in Q4 2021.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on West Family Investments's 13F filing for Q3 2022, filed 4 Nov 2022.