AG
AXIA

Advisor Group’s AXIA Energia AXIA Stock Holding History

Advisor Group’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$0 Sell
39
-15,100
-100% -$107K ﹤0.01% 5338
2019
Q3 		$115K Sell
15,139
-856
-5% -$7K ﹤0.01% 2786
2019
Q2 		$116K Sell
15,995
-2,613
-14% -$17.8K ﹤0.01% 2747
2019
Q1 		$138K Buy
+18,608
New +$136K ﹤0.01% 2582
2018
Q3 		– Sell
-1,515
Closed -$4K – 5126
2018
Q2 		$4K Hold
1,515
– – ﹤0.01% 4454
2018
Q1 		$8K Hold
1,515
– – ﹤0.01% 4195
2017
Q4 		$7K Sell
1,515
-1,704
-53% -$8.35K ﹤0.01% 4265
2017
Q3 		$16K Hold
3,219
– – ﹤0.01% 3688
2017
Q2 		$9K Buy
3,219
+62
+2% +$223 ﹤0.01% 3969
2017
Q1 		$14K Hold
3,157
– – ﹤0.01% 3583
2016
Q4 		$17K Buy
+3,157
New +$17.3K ﹤0.01% 3305

Other funds holding AXIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Advisor Group's AXIA Position: Q4 2019 in Review

Advisor Group reduced its AXIA Energia (AXIA) stake by 100% in Q4 2019, selling an estimated $107K and leaving 39 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5338.

Advisor Group first reported a position in AXIA in Q4 2016 and has held it in 11 quarters since. The position peaked at $138K in Q1 2019. 60 funds tracked by Wall St. Rank hold AXIA as of Q4 2019.

  • Advisor Group held 39 shares of AXIA Energia worth $0 as of Q4 2019.
  • Advisor Group sold 15,100 AXIA Energia shares in Q4 2019, an estimated $107K.
  • AXIA Energia made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #5338 holding.
  • Advisor Group first reported a position in AXIA Energia in Q4 2016 and has held it in 11 quarters since.
  • Advisor Group's AXIA Energia position peaked at $138K in Q1 2019.
  • 60 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.