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Axxcess Wealth Management’s Versus Systems VS Stock Holding History

Axxcess Wealth Management’s Portfolio VS Stock Details VS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-175
Closed -$8K – 693
2022
Q3 		$8K Buy
+175
New +$15.4K ﹤0.01% 542

Other funds holding VS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Axxcess Wealth Management sold out of Versus Systems (VS) in Q4 2022, closing a stake of 175 shares — an estimated $8K sold.

Axxcess Wealth Management first reported a position in VS in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 3 funds tracked by Wall St. Rank hold VS as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Versus Systems position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 175 Versus Systems shares in Q4 2022, an estimated $8K.
  • Axxcess Wealth Management first reported a position in Versus Systems in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Versus Systems position peaked at $8K in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Versus Systems as of Q4 2022.

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