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Carroll Financial Associates’s AXIS Capital AXS Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-280
Closed -$12K – 1625
2021
Q3 		$12K Buy
280
+80
+40% +$3.97K ﹤0.01% 1133
2021
Q2 		$9K Hold
200
– – ﹤0.01% 1311
2021
Q1 		$9K Buy
+200
New +$10K ﹤0.01% 1229

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RRAM
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PIM
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Carroll Financial Associates's AXS Position: Q4 2021 in Review

Carroll Financial Associates sold out of AXIS Capital (AXS) in Q4 2021, closing a stake of 280 shares — an estimated $12K sold.

Carroll Financial Associates first reported a position in AXS in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 242 funds tracked by Wall St. Rank hold AXS as of Q4 2021.

  • Carroll Financial Associates reported no remaining AXIS Capital position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 280 AXIS Capital shares in Q4 2021, an estimated $12K.
  • Carroll Financial Associates first reported a position in AXIS Capital in Q1 2021 and held it in 3 quarters.
  • Carroll Financial Associates's AXIS Capital position peaked at $12K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.