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Concord Wealth Partners’s AXIS Capital AXS Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-7
Closed – – 233
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1238
2022
Q1 		$0 Buy
+7
New +$390 ﹤0.01% 1283

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Concord Wealth Partners's AXS Position: Q3 2022 in Review

Concord Wealth Partners sold out of AXIS Capital (AXS) in Q3 2022, closing a stake of 7 shares.

Concord Wealth Partners first reported a position in AXS in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 277 funds tracked by Wall St. Rank hold AXS as of Q3 2022.

  • Concord Wealth Partners reported no remaining AXIS Capital position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 7 AXIS Capital shares in Q3 2022.
  • Concord Wealth Partners first reported a position in AXIS Capital in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's AXIS Capital position peaked at $0 in Q2 2022.
  • 277 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.