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Beaird Harris Wealth Management’s AXIS Capital AXS Stock Holding History

Beaird Harris Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-211
Closed -$14.9K – 531
2024
Q2 		$14.9K Buy
+211
New +$14.3K ﹤0.01% 329
2024
Q1 		– Sell
-34
Closed -$1.88K – 623
2023
Q4 		$1.88K Hold
34
– – ﹤0.01% 467
2023
Q3 		$1.92K Buy
+34
New +$1.88K ﹤0.01% 360
2023
Q1 		– Sell
-303
Closed -$16.4K – 504
2022
Q4 		$16.4K Buy
+303
New +$16.4K ﹤0.01% 280

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Beaird Harris Wealth Management's AXS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of AXIS Capital (AXS) in Q3 2024, closing a stake of 211 shares — an estimated $14.9K sold.

Beaird Harris Wealth Management first reported a position in AXS in Q4 2022 and held it in 4 quarters. The position peaked at $16.4K in Q4 2022. 354 funds tracked by Wall St. Rank hold AXS as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining AXIS Capital position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 211 AXIS Capital shares in Q3 2024, an estimated $14.9K.
  • Beaird Harris Wealth Management first reported a position in AXIS Capital in Q4 2022 and held it in 4 quarters.
  • Beaird Harris Wealth Management's AXIS Capital position peaked at $16.4K in Q4 2022.
  • 354 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.