Congress Wealth Management’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Congress Wealth Management’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-46,989	Closed	-$264K	–	849
2024 Q2	$264K	Sell	46,989 -456	-1%	-$2.9K	﹤0.01%	644
2024 Q1	$348K	Buy	47,445 +2,182	+5%	+$16.4K	0.01%	490
2023 Q4	$341K	Sell	45,263 -265	-0.6%	-$1.82K	0.01%	512
2023 Q3	$296K	Sell	45,528 -30	-0.1%	-$199	0.01%	524
2023 Q2	$340K	Buy	45,558 +9,527	+26%	+$61.5K	0.01%	467
2023 Q1	$208K	Buy	36,031 +8,856	+33%	+$52.4K	0.01%	536
2022 Q4	$176K	Buy	+27,175	New	+$198K	﹤0.01%	547

Other funds holding AXIA.PR

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.19B AUM 33.04% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Congress Wealth Management's AXIA.PR Position: Q3 2024 in Review

Congress Wealth Management sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q3 2024, closing a stake of 46,989 shares — an estimated $264K sold.

Congress Wealth Management first reported a position in AXIA.PR in Q4 2022 and held it in 7 quarters. The position peaked at $348K in Q1 2024. 40 funds tracked by Wall St. Rank hold AXIA.PR as of Q3 2024.

Congress Wealth Management reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q3 2024 after selling out during the quarter.
Congress Wealth Management sold 46,989 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q3 2024, an estimated $264K.
Congress Wealth Management first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q4 2022 and held it in 7 quarters.
Congress Wealth Management's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $348K in Q1 2024.
40 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.