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	-37,209	Closed	-$264K	–	849
2024 Q2	$264K	Sell	37,209 -361	-1%	-$2.9K	﹤0.01%	644
2024 Q1	$348K	Buy	37,570 +1,728	+5%	+$16.4K	0.01%	490
2023 Q4	$341K	Sell	35,842 -210	-0.6%	-$1.82K	0.01%	512
2023 Q3	$296K	Sell	36,052 -24	-0.1%	-$201	0.01%	524
2023 Q2	$340K	Buy	36,076 +7,544	+26%	+$61.5K	0.01%	467
2023 Q1	$208K	Buy	28,532 +7,013	+33%	+$52.4K	0.01%	536
2022 Q4	$176K	Buy	+21,519	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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

RJA

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

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 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 37,209 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 37,209 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.