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Gen-Wealth Partners’s AXIS Capital AXS Stock Holding History

Gen-Wealth Partners’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
2024
Q3 		– Sell
-75
Closed -$5.3K – 660
2024
Q2 		$5.3K Sell
75
-75
-50% -$5.08K ﹤0.01% 508
2024
Q1 		$9.75K Buy
+150
New +$8.98K ﹤0.01% 457

Other funds holding AXS

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SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gen-Wealth Partners's AXS Position: Q3 2024 in Review

Gen-Wealth Partners sold out of AXIS Capital (AXS) in Q3 2024, closing a stake of 75 shares — an estimated $5.3K sold.

Gen-Wealth Partners first reported a position in AXS in Q1 2024 and held it in 2 quarters. The position peaked at $9.75K in Q1 2024. 354 funds tracked by Wall St. Rank hold AXS as of Q3 2024.

  • Gen-Wealth Partners reported no remaining AXIS Capital position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 75 AXIS Capital shares in Q3 2024, an estimated $5.3K.
  • Gen-Wealth Partners first reported a position in AXIS Capital in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's AXIS Capital position peaked at $9.75K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.