FGAM
AXA

Financial Gravity Asset Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Financial Gravity Asset Management’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
2020
Q4 		$0 Buy
+1
New – ﹤0.01% 713
2019
Q4 		$28K Buy
+10
New +$28K 0.02% 898

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $713M AUM 19.82% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.69B AUM 46.33% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Financial Gravity Asset Management's AXA Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in AXA ADS (1 ORD SHS) (AXA) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AXA as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in AXA in Q4 2019 and has held it in 2 quarters since. The position peaked at $28K in Q4 2019. 24 funds tracked by Wall St. Rank hold AXA as of Q4 2020.

  • Financial Gravity Asset Management held 1 share of AXA ADS (1 ORD SHS) worth $0 as of Q4 2020.
  • AXA ADS (1 ORD SHS) was a new Financial Gravity Asset Management position in Q4 2020.
  • AXA ADS (1 ORD SHS) made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #713 holding.
  • Financial Gravity Asset Management first reported a position in AXA ADS (1 ORD SHS) in Q4 2019 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's AXA ADS (1 ORD SHS) position peaked at $28K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.