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Concurrent Investment Advisors’s Axalta AXTA Stock Holding History

Concurrent Investment Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,092
Closed -$207K – 930
2023
Q4 		$207K Buy
+6,092
New +$182K 0.01% 761

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Concurrent Investment Advisors's AXTA Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Axalta (AXTA) in Q1 2024, closing a stake of 6,092 shares — an estimated $207K sold.

Concurrent Investment Advisors first reported a position in AXTA in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 365 funds tracked by Wall St. Rank hold AXTA as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Axalta position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,092 Axalta shares in Q1 2024, an estimated $207K.
  • Concurrent Investment Advisors first reported a position in Axalta in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Axalta position peaked at $207K in Q4 2023.
  • 365 funds tracked by Wall St. Rank held Axalta as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.