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Axiom Investment Management’s iShares S&P 100 ETF OEF Stock Holding History

Axiom Investment Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$18K – 194
2021
Q1 		$18K Sell
100
-416
-81% -$73.3K 0.01% 174
2020
Q4 		$51 Buy
516
+216
+72% +$35.3K 0.05% 120
2020
Q3 		$48K Hold
300
– – 0.05% 119
2020
Q2 		$42K Hold
300
– – 0.06% 111
2020
Q1 		$36K Sell
300
-200
-40% -$27.6K 0.06% 103
2019
Q4 		$71K Hold
500
– – 0.1% 117
2019
Q3 		$65K Hold
500
– – 0.05% 181
2019
Q2 		$65K Hold
500
– – 0.01% 405
2019
Q1 		$64K Buy
+500
New +$60.2K 0.01% 392

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Axiom Investment Management's OEF Position: Q2 2021 in Review

Axiom Investment Management sold out of iShares S&P 100 ETF (OEF) in Q2 2021, closing a stake of 100 shares — an estimated $18K sold.

Axiom Investment Management first reported a position in OEF in Q1 2019 and held it in 9 quarters. The position peaked at $71K in Q4 2019. 434 funds tracked by Wall St. Rank hold OEF as of Q2 2021.

  • Axiom Investment Management reported no remaining iShares S&P 100 ETF position as of Q2 2021 after selling out during the quarter.
  • Axiom Investment Management sold 100 iShares S&P 100 ETF shares in Q2 2021, an estimated $18K.
  • Axiom Investment Management first reported a position in iShares S&P 100 ETF in Q1 2019 and held it in 9 quarters.
  • Axiom Investment Management's iShares S&P 100 ETF position peaked at $71K in Q4 2019.
  • 434 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2021.

Based on Axiom Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.