EWM
AXS icon

Edge Wealth Management’s AXIS Capital AXS Stock Holding History

Edge Wealth Management’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
2018
Q3 		– Sell
-100
Closed -$6K – 618
2018
Q2 		$6K Hold
100
– – ﹤0.01% 466
2018
Q1 		$6K Hold
100
– – ﹤0.01% 431
2017
Q4 		$5K Hold
100
– – ﹤0.01% 443
2017
Q3 		$6K Buy
+100
New +$6.17K ﹤0.01% 422

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edge Wealth Management's AXS Position: Q3 2018 in Review

Edge Wealth Management sold out of AXIS Capital (AXS) in Q3 2018, closing a stake of 100 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in AXS in Q3 2017 and held it in 4 quarters. The position peaked at $6K in Q2 2018. 290 funds tracked by Wall St. Rank hold AXS as of Q3 2018.

  • Edge Wealth Management reported no remaining AXIS Capital position as of Q3 2018 after selling out during the quarter.
  • Edge Wealth Management sold 100 AXIS Capital shares in Q3 2018, an estimated $6K.
  • Edge Wealth Management first reported a position in AXIS Capital in Q3 2017 and held it in 4 quarters.
  • Edge Wealth Management's AXIS Capital position peaked at $6K in Q2 2018.
  • 290 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2018.

Based on Edge Wealth Management's 13F filing for Q3 2018, filed 22 Oct 2018.