FAG
AXA

Fortitude Advisory Group’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-188
Closed -$5K – 1447
2022
Q1 		$5K Hold
188
– – ﹤0.01% 1183
2021
Q4 		$6K Buy
+188
New +$6K ﹤0.01% 1168

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
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Fortitude Advisory Group's AXA Position: Q2 2022 in Review

Fortitude Advisory Group sold out of AXA ADS (1 ORD SHS) (AXA) in Q2 2022, closing a stake of 188 shares — an estimated $5K sold.

Fortitude Advisory Group first reported a position in AXA in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 16 funds tracked by Wall St. Rank hold AXA as of Q2 2022.

  • Fortitude Advisory Group reported no remaining AXA ADS (1 ORD SHS) position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 188 AXA ADS (1 ORD SHS) shares in Q2 2022, an estimated $5K.
  • Fortitude Advisory Group first reported a position in AXA ADS (1 ORD SHS) in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's AXA ADS (1 ORD SHS) position peaked at $6K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.