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Wipfli Financial Advisors’s ORIX IX Stock Holding History

Wipfli Financial Advisors’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 		$198K Buy
+14,030
New +$229K 0.01% 457

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

Wipfli Financial Advisors's IX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in ORIX (IX) in Q3 2022: 14,030 shares worth $198K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings.

123 funds tracked by Wall St. Rank hold IX as of Q3 2022.

  • Wipfli Financial Advisors held 14,030 shares of ORIX worth $198K as of Q3 2022.
  • ORIX was a new Wipfli Financial Advisors position in Q3 2022.
  • ORIX made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #457 holding.
  • 123 funds tracked by Wall St. Rank held ORIX as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.