ACA
AXIA

Atlas Capital Advisors’s AXIA Energia AXIA Stock Holding History

Atlas Capital 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
2023
Q1 		– Sell
-31,452
Closed -$198K – 921
2022
Q4 		$198K Sell
31,452
-6,245
-17% -$42.4K 0.03% 342
2022
Q3 		$240K Buy
37,697
+1,616
+4% +$11.2K 0.04% 315
2022
Q2 		$253K Buy
+36,081
New +$243K 0.04% 325

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Capital Advisors's AXIA Position: Q1 2023 in Review

Atlas Capital Advisors sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 31,452 shares — an estimated $198K sold.

Atlas Capital Advisors first reported a position in AXIA in Q2 2022 and held it in 3 quarters. The position peaked at $253K in Q2 2022. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

  • Atlas Capital Advisors reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
  • Atlas Capital Advisors sold 31,452 AXIA Energia shares in Q1 2023, an estimated $198K.
  • Atlas Capital Advisors first reported a position in AXIA Energia in Q2 2022 and held it in 3 quarters.
  • Atlas Capital Advisors's AXIA Energia position peaked at $253K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Atlas Capital Advisors's 13F filing for Q1 2023, filed 16 May 2023.