American Portfolios Advisors’s AXIA Energia AXIA Stock Holding History

American Portfolios Advisors’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
2022 Q3	$2.62K	Buy	+412	New	+$2.86K	﹤0.01%	3038
2021 Q4	–	Sell	-581	Closed	-$3.27K	–	3531
2021 Q3	$3.27K	Buy	+581	New	+$3.53K	﹤0.01%	3009
2020 Q1	–	Sell	-167	Closed	-$1.23K	–	2808
2019 Q4	$1.23K	Hold	167	–	–	﹤0.01%	2662
2019 Q3	$1.26K	Hold	167	–	–	﹤0.01%	2606
2019 Q2	$1.2K	Hold	167	–	–	﹤0.01%	2560
2019 Q1	$1.24K	Buy	+167	New	+$1.22K	﹤0.01%	2454

Other funds holding AXIA

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

American Portfolios Advisors's AXIA Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in AXIA Energia (AXIA) in Q3 2022: 412 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #3038 among its holdings. This is a return to the name: American Portfolios Advisors previously reported a position in AXIA as recently as Q3 2021.

American Portfolios Advisors first reported a position in AXIA in Q1 2019 and has held it in 6 quarters since. The position peaked at $3.27K in Q3 2021. 96 funds tracked by Wall St. Rank hold AXIA as of Q3 2022.

American Portfolios Advisors held 412 shares of AXIA Energia worth $2.62K as of Q3 2022.
AXIA Energia was a new American Portfolios Advisors position in Q3 2022.
AXIA Energia made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3038 holding.
American Portfolios Advisors first reported a position in AXIA Energia in Q1 2019 and has held it in 6 quarters since.
American Portfolios Advisors's AXIA Energia position peaked at $3.27K in Q3 2021.
96 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.