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Beaird Harris Wealth Management’s Axalta AXTA Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-88
Closed -$2.24K – 505
2022
Q4 		$2.24K Buy
+88
New +$2.17K ﹤0.01% 565

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 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

Beaird Harris Wealth Management's AXTA Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Axalta (AXTA) in Q1 2023, closing a stake of 88 shares — an estimated $2.24K sold.

Beaird Harris Wealth Management first reported a position in AXTA in Q4 2022 and held it in 1 quarter. The position peaked at $2.24K in Q4 2022. 314 funds tracked by Wall St. Rank hold AXTA as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Axalta position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 88 Axalta shares in Q1 2023, an estimated $2.24K.
  • Beaird Harris Wealth Management first reported a position in Axalta in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Axalta position peaked at $2.24K in Q4 2022.
  • 314 funds tracked by Wall St. Rank held Axalta as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.