Axxcess Wealth Management’s Loop Industries LOOP Stock Holding History

Axxcess Wealth Management’s Portfolio LOOP Stock Details LOOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17,308	Closed	-$75K	–	644
2022 Q3	$75K	Buy	17,308 +3,000	+21%	+$16.7K	0.01%	529
2022 Q2	$56K	Buy	14,308 +3,000	+27%	+$18.6K	0.01%	526
2022 Q1	$101K	Buy	+11,308	New	+$94.6K	0.01%	617

Other funds holding LOOP

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Handelsinvest Investeringsforvaltning Herning, Denmark $208M AUM 35.27% 1-Year Est. Return

Axxcess Wealth Management's LOOP Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Loop Industries (LOOP) in Q4 2022, closing a stake of 17,308 shares — an estimated $75K sold.

Axxcess Wealth Management first reported a position in LOOP in Q1 2022 and held it in 3 quarters. The position peaked at $101K in Q1 2022. 41 funds tracked by Wall St. Rank hold LOOP as of Q4 2022.

Axxcess Wealth Management reported no remaining Loop Industries position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 17,308 Loop Industries shares in Q4 2022, an estimated $75K.
Axxcess Wealth Management first reported a position in Loop Industries in Q1 2022 and held it in 3 quarters.
Axxcess Wealth Management's Loop Industries position peaked at $101K in Q1 2022.
41 funds tracked by Wall St. Rank held Loop Industries as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.