AWM
TTM

Axxcess Wealth Management’s Tata Motors Limited TTM Stock Holding History

Axxcess Wealth Management’s Portfolio TTM Stock Details TTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,006
Closed -$231K – 699
2022
Q4 		$231K Sell
10,006
-4,438
-31% -$111K 0.02% 515
2022
Q3 		$350K Buy
+14,444
New +$406K 0.03% 376

Other funds holding TTM

KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Axxcess Wealth Management's TTM Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Tata Motors Limited (TTM) in Q1 2023, closing a stake of 10,006 shares — an estimated $231K sold.

Axxcess Wealth Management first reported a position in TTM in Q3 2022 and held it in 2 quarters. The position peaked at $350K in Q3 2022. 29 funds tracked by Wall St. Rank hold TTM as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Tata Motors Limited position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,006 Tata Motors Limited shares in Q1 2023, an estimated $231K.
  • Axxcess Wealth Management first reported a position in Tata Motors Limited in Q3 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Tata Motors Limited position peaked at $350K in Q3 2022.
  • 29 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.