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Bartlett & Co Wealth Management’s Axalta AXTA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-78
Closed -$2.23K – 1112
2020
Q4 		$2.23K Buy
+78
New +$2.13K ﹤0.01% 903
2018
Q2 		– Sell
-55
Closed -$1.66K – 713
2018
Q1 		$1.66K Buy
+55
New +$1.72K ﹤0.01% 697

Other funds holding AXTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Bartlett & Co Wealth Management's AXTA Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Axalta (AXTA) in Q1 2021, closing a stake of 78 shares — an estimated $2.23K sold.

Bartlett & Co Wealth Management first reported a position in AXTA in Q1 2018 and held it in 2 quarters. The position peaked at $2.23K in Q4 2020. 335 funds tracked by Wall St. Rank hold AXTA as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Axalta position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 78 Axalta shares in Q1 2021, an estimated $2.23K.
  • Bartlett & Co Wealth Management first reported a position in Axalta in Q1 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Axalta position peaked at $2.23K in Q4 2020.
  • 335 funds tracked by Wall St. Rank held Axalta as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.