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Atria Wealth Solutions’s AXIS Capital AXS Stock Holding History

Atria Wealth Solutions’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-32,917
Closed -$1.79M – 1873
2023
Q1 		$1.79M Buy
+32,917
New +$1.91M 0.03% 580

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Atria Wealth Solutions's AXS Position: Q2 2023 in Review

Atria Wealth Solutions sold out of AXIS Capital (AXS) in Q2 2023, closing a stake of 32,917 shares — an estimated $1.79M sold.

Atria Wealth Solutions first reported a position in AXS in Q1 2023 and held it in 1 quarter. The position peaked at $1.79M in Q1 2023. 269 funds tracked by Wall St. Rank hold AXS as of Q2 2023.

  • Atria Wealth Solutions reported no remaining AXIS Capital position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 32,917 AXIS Capital shares in Q2 2023, an estimated $1.79M.
  • Atria Wealth Solutions first reported a position in AXIS Capital in Q1 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's AXIS Capital position peaked at $1.79M in Q1 2023.
  • 269 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.