AWM
INTR icon

Axxcess Wealth Management’s Inter&Co INTR Stock Holding History

Axxcess Wealth Management’s Portfolio INTR Stock Details INTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-98,958
Closed -$550K – 895
2023
Q4 		$550K Buy
+98,958
New +$480K 0.02% 489

Other funds holding INTR

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
SCGDR
Sharp Capital Gestora de Recursos Rio De Janeiro, Brazil $144M AUM 5.41% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

Axxcess Wealth Management's INTR Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Inter&Co (INTR) in Q1 2024, closing a stake of 98,958 shares — an estimated $550K sold.

Axxcess Wealth Management first reported a position in INTR in Q4 2023 and held it in 1 quarter. The position peaked at $550K in Q4 2023. 56 funds tracked by Wall St. Rank hold INTR as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Inter&Co position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 98,958 Inter&Co shares in Q1 2024, an estimated $550K.
  • Axxcess Wealth Management first reported a position in Inter&Co in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Inter&Co position peaked at $550K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Inter&Co as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.