Claro Advisors’s AXIA Energia AXIA Stock Holding History

Claro Advisors’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	-22,294	Closed	-$140K	–	359
2022 Q4	$140K	Buy	+22,294	New	+$152K	0.05%	307
2021 Q4	–	Sell	-16,811	Closed	-$95K	–	289
2021 Q3	$95K	Buy	+16,811	New	+$102K	0.04%	250

Other funds holding AXIA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Claro Advisors's AXIA Position: Q1 2023 in Review

Claro Advisors sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 22,294 shares — an estimated $140K sold.

Claro Advisors first reported a position in AXIA in Q3 2021 and held it in 2 quarters. The position peaked at $140K in Q4 2022. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

Claro Advisors reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
Claro Advisors sold 22,294 AXIA Energia shares in Q1 2023, an estimated $140K.
Claro Advisors first reported a position in AXIA Energia in Q3 2021 and held it in 2 quarters.
Claro Advisors's AXIA Energia position peaked at $140K in Q4 2022.
81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Claro Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.