BIA
AXG

Bell Investment Advisors’s Solowin Holdings AXG Stock Holding History

Bell Investment Advisors’s Portfolio AXG Stock Details AXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-148
Closed -$921 – 1975
2024
Q1 		$921 Hold
148
– – ﹤0.01% 1626
2023
Q4 		$443 Buy
+148
New +$385 ﹤0.01% 1858

Other funds holding AXG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bell Investment Advisors's AXG Position: Q2 2024 in Review

Bell Investment Advisors sold out of Solowin Holdings (AXG) in Q2 2024, closing a stake of 148 shares — an estimated $921 sold.

Bell Investment Advisors first reported a position in AXG in Q4 2023 and held it in 2 quarters. The position peaked at $921 in Q1 2024. 6 funds tracked by Wall St. Rank hold AXG as of Q2 2024.

  • Bell Investment Advisors reported no remaining Solowin Holdings position as of Q2 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 148 Solowin Holdings shares in Q2 2024, an estimated $921.
  • Bell Investment Advisors first reported a position in Solowin Holdings in Q4 2023 and held it in 2 quarters.
  • Bell Investment Advisors's Solowin Holdings position peaked at $921 in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Solowin Holdings as of Q2 2024.

Based on Bell Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.