CPG
AXA

Cornerstone Planning Group’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Cornerstone Planning Group’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7
Closed -$208 – 1058
2023
Q3 		$208 Buy
+7
New +$208 ﹤0.01% 1020

Other funds holding AXA

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return

Cornerstone Planning Group's AXA Position: Q4 2023 in Review

Cornerstone Planning Group sold out of AXA ADS (1 ORD SHS) (AXA) in Q4 2023, closing a stake of 7 shares — an estimated $208 sold.

Cornerstone Planning Group first reported a position in AXA in Q3 2023 and held it in 1 quarter. The position peaked at $208 in Q3 2023. 22 funds tracked by Wall St. Rank hold AXA as of Q4 2023.

  • Cornerstone Planning Group reported no remaining AXA ADS (1 ORD SHS) position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 AXA ADS (1 ORD SHS) shares in Q4 2023, an estimated $208.
  • Cornerstone Planning Group first reported a position in AXA ADS (1 ORD SHS) in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's AXA ADS (1 ORD SHS) position peaked at $208 in Q3 2023.
  • 22 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.