EW
AXIA

Evoke Wealth’s AXIA Energia AXIA Stock Holding History

Evoke Wealth’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-150
Closed -$1K – 594
2022
Q3 		$1K Hold
150
– – ﹤0.01% 1104
2022
Q2 		$1K Hold
150
– – ﹤0.01% 1105
2022
Q1 		$1K Buy
+150
New +$774 ﹤0.01% 1106
2021
Q2 		– Sell
-146
Closed -$1K – 1179
2021
Q1 		$1K Hold
146
– – ﹤0.01% 1097
2020
Q4 		$1K Hold
146
– – ﹤0.01% 950
2020
Q3 		$1K Buy
+146
New +$763 ﹤0.01% 919
2020
Q2 		– Sell
-107
Closed -$392 – 1101
2020
Q1 		$392 Buy
+107
New +$649 ﹤0.01% 1040

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evoke Wealth's AXIA Position: Q4 2022 in Review

Evoke Wealth sold out of AXIA Energia (AXIA) in Q4 2022, closing a stake of 150 shares — an estimated $1K sold.

Evoke Wealth first reported a position in AXIA in Q1 2020 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 109 funds tracked by Wall St. Rank hold AXIA as of Q4 2022.

  • Evoke Wealth reported no remaining AXIA Energia position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 150 AXIA Energia shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in AXIA Energia in Q1 2020 and held it in 7 quarters.
  • Evoke Wealth's AXIA Energia position peaked at $1K in Q3 2022.
  • 109 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.