Abound Wealth Management’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Abound Wealth Management’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28	Closed	-$179	–	1289
2024 Q4	$179	Hold	28	–	–	﹤0.01%	1114
2024 Q3	$222	Sell	28 -16	-36%	-$126	﹤0.01%	1102
2024 Q2	$313	Hold	44	–	–	﹤0.01%	972
2024 Q1	$407	Hold	44	–	–	﹤0.01%	982
2023 Q4	$419	Hold	44	–	–	﹤0.01%	1001
2023 Q3	$362	Hold	44	–	–	﹤0.01%	929
2023 Q2	$415	Buy	+44	New	+$359	﹤0.01%	920

Other funds holding AXIA.PR

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VCMGDR

Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil $49.7M AUM 89.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Abound Wealth Management's AXIA.PR Position: Q1 2025 in Review

Abound Wealth Management sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q1 2025, closing a stake of 28 shares — an estimated $179 sold.

Abound Wealth Management first reported a position in AXIA.PR in Q2 2023 and held it in 7 quarters. The position peaked at $419 in Q4 2023. 39 funds tracked by Wall St. Rank hold AXIA.PR as of Q1 2025.

Abound Wealth Management reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q1 2025 after selling out during the quarter.
Abound Wealth Management sold 28 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q1 2025, an estimated $179.
Abound Wealth Management first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q2 2023 and held it in 7 quarters.
Abound Wealth Management's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $419 in Q4 2023.
39 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.