BHPW
AXIA

Beverly Hills Private Wealth’s AXIA Energia AXIA Stock Holding History

Beverly Hills Private Wealth’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,982
Closed -$100K – 281
2022
Q4 		$100K Buy
+15,982
New +$109K 0.04% 230

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beverly Hills Private Wealth's AXIA Position: Q1 2023 in Review

Beverly Hills Private Wealth sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 15,982 shares — an estimated $100K sold.

Beverly Hills Private Wealth first reported a position in AXIA in Q4 2022 and held it in 1 quarter. The position peaked at $100K in Q4 2022. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

  • Beverly Hills Private Wealth reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 15,982 AXIA Energia shares in Q1 2023, an estimated $100K.
  • Beverly Hills Private Wealth first reported a position in AXIA Energia in Q4 2022 and held it in 1 quarter.
  • Beverly Hills Private Wealth's AXIA Energia position peaked at $100K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2023, filed 4 May 2023.