API
AXIA

Advisor Partners II’s AXIA Energia AXIA Stock Holding History

Advisor Partners II’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
2023
Q3 		$199K Buy
34,329
+6,613
+24% +$39.3K 0.01% 1179
2023
Q2 		$182K Buy
+27,716
New +$159K 0.01% 1015

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Partners II's AXIA Position: Q3 2023 in Review

Advisor Partners II increased its AXIA Energia (AXIA) stake by 24% in Q3 2023, buying an estimated $39.3K and bringing the position to 34,329 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #1179.

Advisor Partners II first reported a position in AXIA in Q2 2023 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold AXIA as of Q3 2023.

  • Advisor Partners II held 34,329 shares of AXIA Energia worth $199K as of Q3 2023.
  • Advisor Partners II bought 6,613 AXIA Energia shares in Q3 2023, an estimated $39.3K.
  • AXIA Energia made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1179 holding.
  • Advisor Partners II first reported a position in AXIA Energia in Q2 2023 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.