BCWM
AXA

Bartlett & Co Wealth Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-129
Closed -$4.21K – 1245
2023
Q4 		$4.21K Hold
129
– – ﹤0.01% 1097
2023
Q3 		$3.84K Hold
129
– – ﹤0.01% 1023
2023
Q2 		$3.82K Hold
129
– – ﹤0.01% 1017
2023
Q1 		$3.94K Hold
129
– – ﹤0.01% 927
2022
Q4 		$3.6K Hold
129
– – ﹤0.01% 958
2022
Q3 		$2.81K Hold
129
– – ﹤0.01% 1011
2022
Q2 		$2.94K Hold
129
– – ﹤0.01% 1127
2022
Q1 		$3.76K Buy
+129
New +$3.76K ﹤0.01% 945
2021
Q3 		– Sell
-124
Closed -$3.15K – 1098
2021
Q2 		$3.15K Hold
124
– – ﹤0.01% 806
2021
Q1 		$3.33K Hold
124
– – ﹤0.01% 827
2020
Q4 		$2.96K Buy
+124
New +$2.96K ﹤0.01% 868
2020
Q1 		– Sell
-2
Closed -$56 – 912
2019
Q4 		$56 Hold
2
– – ﹤0.01% 855
2019
Q3 		$51 Sell
2
-2,798
-100% -$71.3K ﹤0.01% 866
2019
Q2 		$73.3K Hold
2,800
– – ﹤0.01% 367
2019
Q1 		$70.4K Hold
2,800
– – ﹤0.01% 368
2018
Q4 		$59.9K Hold
2,800
– – ﹤0.01% 381
2018
Q3 		$74.9K Hold
2,800
– – ﹤0.01% 368
2018
Q2 		$68.2K Buy
2,800
+280
+11% +$6.82K ﹤0.01% 387
2018
Q1 		$67K Buy
+2,520
New +$67K ﹤0.01% 394

Other funds holding AXA

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Bartlett & Co Wealth Management's AXA Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2024, closing a stake of 129 shares — an estimated $4.21K sold.

Bartlett & Co Wealth Management first reported a position in AXA in Q1 2018 and held it in 19 quarters. The position peaked at $74.9K in Q3 2018. 22 funds tracked by Wall St. Rank hold AXA as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 129 AXA ADS (1 ORD SHS) shares in Q1 2024, an estimated $4.21K.
  • Bartlett & Co Wealth Management first reported a position in AXA ADS (1 ORD SHS) in Q1 2018 and held it in 19 quarters.
  • Bartlett & Co Wealth Management's AXA ADS (1 ORD SHS) position peaked at $74.9K in Q3 2018.
  • 22 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.