GI
AXIA

Gradient Investments’s AXIA Energia AXIA Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-187
Closed -$1.28K – 1389
2023
Q4 		$1.28K Hold
187
– – ﹤0.01% 1349
2023
Q3 		$1.08K Hold
187
– – ﹤0.01% 1348
2023
Q2 		$1.22K Buy
+187
New +$1.07K ﹤0.01% 1293

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.12B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments's AXIA Position: Q1 2024 in Review

Gradient Investments sold out of AXIA Energia (AXIA) in Q1 2024, closing a stake of 187 shares — an estimated $1.28K sold.

Gradient Investments first reported a position in AXIA in Q2 2023 and held it in 3 quarters. The position peaked at $1.28K in Q4 2023. 114 funds tracked by Wall St. Rank hold AXIA as of Q1 2024.

  • Gradient Investments reported no remaining AXIA Energia position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 187 AXIA Energia shares in Q1 2024, an estimated $1.28K.
  • Gradient Investments first reported a position in AXIA Energia in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's AXIA Energia position peaked at $1.28K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.