AWA
AXTA icon

Arkadios Wealth Advisors’s Axalta AXTA Stock Holding History

Arkadios Wealth Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-203
Closed -$5K – 670
2021
Q3 		$5K Sell
203
-109
-35% -$3.26K ﹤0.01% 1580
2021
Q2 		$9K Buy
312
+180
+136% +$5.7K ﹤0.01% 1557
2021
Q1 		$3K Buy
+132
New +$3.78K ﹤0.01% 1447

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Arkadios Wealth Advisors's AXTA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Axalta (AXTA) in Q4 2021, closing a stake of 203 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in AXTA in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 326 funds tracked by Wall St. Rank hold AXTA as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Axalta position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 203 Axalta shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Axalta in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Axalta position peaked at $9K in Q2 2021.
  • 326 funds tracked by Wall St. Rank held Axalta as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.