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Coppell Advisory Solutions’s AXIS Capital AXS Stock Holding History

Coppell Advisory Solutions’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
2023
Q3 		– Sell
-20
Closed -$1.07K – 1230
2023
Q2 		$1.07K Buy
+20
New +$1.09K ﹤0.01% 1133

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SPC
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Coppell Advisory Solutions's AXS Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of AXIS Capital (AXS) in Q3 2023, closing a stake of 20 shares — an estimated $1.07K sold.

Coppell Advisory Solutions first reported a position in AXS in Q2 2023 and held it in 1 quarter. The position peaked at $1.07K in Q2 2023. 288 funds tracked by Wall St. Rank hold AXS as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining AXIS Capital position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 20 AXIS Capital shares in Q3 2023, an estimated $1.07K.
  • Coppell Advisory Solutions first reported a position in AXIS Capital in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's AXIS Capital position peaked at $1.07K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.