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Axxcess Wealth Management’s Shenandoah Telecom SHEN Stock Holding History

Axxcess Wealth Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,991
Closed -$212K – 645
2022
Q1 		$212K Hold
8,991
– – 0.02% 573
2021
Q4 		$229K Buy
+8,991
New +$252K 0.02% 556

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Vanguard Group
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EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Axxcess Wealth Management's SHEN Position: Q2 2022 in Review

Axxcess Wealth Management sold out of Shenandoah Telecom (SHEN) in Q2 2022, closing a stake of 8,991 shares — an estimated $212K sold.

Axxcess Wealth Management first reported a position in SHEN in Q4 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 151 funds tracked by Wall St. Rank hold SHEN as of Q2 2022.

  • Axxcess Wealth Management reported no remaining Shenandoah Telecom position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,991 Shenandoah Telecom shares in Q2 2022, an estimated $212K.
  • Axxcess Wealth Management first reported a position in Shenandoah Telecom in Q4 2021 and held it in 2 quarters.
  • Axxcess Wealth Management's Shenandoah Telecom position peaked at $229K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.