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
2023
Q1 		– Sell
-28
Closed -$18 – 1768
2022
Q4 		$18 Buy
+28
New +$18 ﹤0.01% 1331
2021
Q1 		– Sell
-1
Closed – – 922
2020
Q4 		$0 Buy
+1
New – ﹤0.01% 713
2020
Q2 		– Sell
-3
Closed -$51 – 1073
2020
Q1 		$51 Sell
3
-7
-70% -$119 ﹤0.01% 963
2019
Q4 		$28K Buy
+10
New +$28K 0.02% 898

Other funds holding AXA

TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Financial Gravity Asset Management's AXA Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2023, closing a stake of 28 shares — an estimated $18 sold.

Financial Gravity Asset Management first reported a position in AXA in Q4 2019 and held it in 4 quarters. The position peaked at $28K in Q4 2019. 19 funds tracked by Wall St. Rank hold AXA as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 28 AXA ADS (1 ORD SHS) shares in Q1 2023, an estimated $18.
  • Financial Gravity Asset Management first reported a position in AXA ADS (1 ORD SHS) in Q4 2019 and held it in 4 quarters.
  • Financial Gravity Asset Management's AXA ADS (1 ORD SHS) position peaked at $28K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.