BAM
AXIA

Byrne Asset Management’s AXIA Energia AXIA Stock Holding History

Byrne Asset Management’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
Q3 		– Sell
-3,789
Closed -$25K – 536
2023
Q2 		$25K Hold
3,789
– – 0.02% 303
2023
Q1 		$20K Hold
3,789
– – 0.01% 313
2022
Q4 		$23.8K Buy
+3,789
New +$25.8K 0.02% 300

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Byrne Asset Management's AXIA Position: Q3 2023 in Review

Byrne Asset Management sold out of AXIA Energia (AXIA) in Q3 2023, closing a stake of 3,789 shares — an estimated $25K sold.

Byrne Asset Management first reported a position in AXIA in Q4 2022 and held it in 3 quarters. The position peaked at $25K in Q2 2023. 94 funds tracked by Wall St. Rank hold AXIA as of Q3 2023.

  • Byrne Asset Management reported no remaining AXIA Energia position as of Q3 2023 after selling out during the quarter.
  • Byrne Asset Management sold 3,789 AXIA Energia shares in Q3 2023, an estimated $25K.
  • Byrne Asset Management first reported a position in AXIA Energia in Q4 2022 and held it in 3 quarters.
  • Byrne Asset Management's AXIA Energia position peaked at $25K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2023.

Based on Byrne Asset Management's 13F filing for Q3 2023, filed 31 Oct 2023.