9258 Wealth Management’s Axalta AXTA Stock Holding History

9258 Wealth Management’s Portfolio AXTA Stock Details AXTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,527	Closed	-$216K	–	360
2021 Q4	$216K	Buy	+6,527	New	+$207K	0.05%	340

Other funds holding AXTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

9258 Wealth Management's AXTA Position: Q1 2022 in Review

9258 Wealth Management sold out of Axalta (AXTA) in Q1 2022, closing a stake of 6,527 shares — an estimated $216K sold.

9258 Wealth Management first reported a position in AXTA in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 303 funds tracked by Wall St. Rank hold AXTA as of Q1 2022.

9258 Wealth Management reported no remaining Axalta position as of Q1 2022 after selling out during the quarter.
9258 Wealth Management sold 6,527 Axalta shares in Q1 2022, an estimated $216K.
9258 Wealth Management first reported a position in Axalta in Q4 2021 and held it in 1 quarter.
9258 Wealth Management's Axalta position peaked at $216K in Q4 2021.
303 funds tracked by Wall St. Rank held Axalta as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.