AG
AXIA

Aperio Group’s AXIA Energia AXIA Stock Holding History

Aperio 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
2020
Q4 		$322K Buy
58,189
+4,564
+9% +$22.6K ﹤0.01% 2156
2020
Q3 		$234K Sell
53,625
-1,709
-3% -$8.93K ﹤0.01% 2168
2020
Q2 		$248K Sell
55,334
-11,898
-18% -$46.5K ﹤0.01% 2099
2020
Q1 		$245K Sell
67,232
-12,941
-16% -$78.4K ﹤0.01% 2009
2019
Q4 		$592K Sell
80,173
-1,097
-1% -$7.74K ﹤0.01% 1715
2019
Q3 		$617K Sell
81,270
-1,859
-2% -$15.2K ﹤0.01% 1637
2019
Q2 		$600K Sell
83,129
-1,448
-2% -$9.87K ﹤0.01% 1672
2019
Q1 		$627K Sell
84,577
-3,301
-4% -$24.1K ﹤0.01% 1614
2018
Q4 		$442K Sell
87,878
-19,918
-18% -$94.8K ﹤0.01% 1749
2018
Q3 		$332K Sell
107,796
-58,311
-35% -$186K ﹤0.01% 1961
2018
Q2 		$422K Sell
166,107
-130,688
-44% -$491K ﹤0.01% 1827
2018
Q1 		$1.49M Buy
296,795
+17,917
+6% +$92.1K 0.01% 1122
2017
Q4 		$1.26M Buy
278,878
+6,610
+2% +$32.4K 0.01% 1182
2017
Q3 		$1.34M Sell
272,268
-182,482
-40% -$764K 0.01% 1122
2017
Q2 		$1.35M Buy
454,750
+142,188
+45% +$512K 0.01% 1091
2017
Q1 		$1.34M Buy
312,562
+193,517
+163% +$1.02M 0.01% 1033
2016
Q4 		$647K Buy
+119,045
New +$652K ﹤0.01% 1360
2016
Q3 		– Sell
-88,737
Closed -$279K – 2072
2016
Q2 		$279K Sell
88,737
-656
-0.7% -$1.04K ﹤0.01% 1681
2016
Q1 		$126K Buy
89,393
+24,375
+37% +$29.1K ﹤0.01% 1945
2015
Q4 		$70K Buy
65,018
+10,636
+20% +$11.9K ﹤0.01% 1944
2015
Q3 		$56K Sell
54,382
-18,317
-25% -$21.7K ﹤0.01% 1900
2015
Q2 		$108K Sell
72,699
-21,980
-23% -$38K ﹤0.01% 1940
2015
Q1 		$136K Sell
94,679
-80,642
-46% -$120K ﹤0.01% 1886
2014
Q4 		$297K Sell
175,321
-20,762
-11% -$39K ﹤0.01% 1520
2014
Q3 		$419K Sell
196,083
-897
-0.5% -$2.19K 0.01% 1220
2014
Q2 		$455K Sell
196,980
-6,014
-3% -$15.3K 0.01% 1173
2014
Q1 		$457K Buy
+202,994
New +$365K 0.01% 1373
2013
Q4 		– Sell
-244,259
Closed -$546K – 1347
2013
Q3 		$544K Buy
244,259
+97,300
+66% +$175K 0.01% 1103
2013
Q2 		$247K Buy
+146,959
New +$303K 0.01% 1386

Other funds holding AXIA

CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AC
AMS Capital Sao Paulo, Brazil $291M AUM 1.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group's AXIA Position: Q4 2020 in Review

Aperio Group increased its AXIA Energia (AXIA) stake by 8.5% in Q4 2020, buying an estimated $22.6K and bringing the position to 58,189 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Aperio Group first reported a position in AXIA in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.49M in Q1 2018. 70 funds tracked by Wall St. Rank hold AXIA as of Q4 2020.

  • Aperio Group held 58,189 shares of AXIA Energia worth $322K as of Q4 2020.
  • Aperio Group bought 4,564 AXIA Energia shares in Q4 2020, an estimated $22.6K.
  • AXIA Energia made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2156 holding.
  • Aperio Group first reported a position in AXIA Energia in Q2 2013 and has held it in 29 quarters since.
  • Aperio Group's AXIA Energia position peaked at $1.49M in Q1 2018.
  • 70 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.