Axa
FISI icon

Axa’s Financial Institutions FISI Stock Holding History

Axa’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,400
Closed -$216K – 1334
2018
Q4 		$216K Hold
8,400
– – ﹤0.01% 1219
2018
Q3 		$264K Hold
8,400
– – ﹤0.01% 1251
2018
Q2 		$276K Hold
8,400
– – ﹤0.01% 1249
2018
Q1 		$249K Hold
8,400
– – ﹤0.01% 1290
2017
Q4 		$261K Hold
8,400
– – ﹤0.01% 1269
2017
Q3 		$242K Buy
+8,400
New +$237K ﹤0.01% 1244

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axa's FISI Position: Q1 2019 in Review

Axa sold out of Financial Institutions (FISI) in Q1 2019, closing a stake of 8,400 shares — an estimated $216K sold.

Axa first reported a position in FISI in Q3 2017 and held it in 6 quarters. The position peaked at $276K in Q2 2018. 123 funds tracked by Wall St. Rank hold FISI as of Q1 2019.

  • Axa reported no remaining Financial Institutions position as of Q1 2019 after selling out during the quarter.
  • Axa sold 8,400 Financial Institutions shares in Q1 2019, an estimated $216K.
  • Axa first reported a position in Financial Institutions in Q3 2017 and held it in 6 quarters.
  • Axa's Financial Institutions position peaked at $276K in Q2 2018.
  • 123 funds tracked by Wall St. Rank held Financial Institutions as of Q1 2019.

Based on Axa's 13F filing for Q1 2019, filed 14 May 2019.