Harel Insurance Investments & Financial Services’s AXIA Energia AXIA Stock Holding History

Harel Insurance Investments & Financial Services’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
2023 Q1	–	Sell	-17,680	Closed	-$111K	–	704
2022 Q4	$111K	Buy	17,680 +5,052	+40%	+$34.3K	﹤0.01%	346
2022 Q3	$79K	Buy	+12,628	New	+$87.6K	﹤0.01%	438
2018 Q3	–	Sell	-3,379	Closed	-$9K	–	483
2018 Q2	$9K	Hold	3,379	–	–	﹤0.01%	433
2018 Q1	$17K	Sell	3,379 -758	-18%	-$3.9K	﹤0.01%	397
2017 Q4	$19K	Sell	4,137 -24,752	-86%	-$121K	﹤0.01%	402
2017 Q3	$142K	Sell	28,889 -16,573	-36%	-$69.4K	0.01%	216
2017 Q2	$130K	Buy	45,462 +30,939	+213%	+$111K	0.01%	224
2017 Q1	$62K	Buy	+14,523	New	+$76.2K	0.01%	247

Other funds holding AXIA

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AXIA Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 17,680 shares — an estimated $111K sold.

Harel Insurance Investments & Financial Services first reported a position in AXIA in Q1 2017 and held it in 8 quarters. The position peaked at $142K in Q3 2017. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 17,680 AXIA Energia shares in Q1 2023, an estimated $111K.
Harel Insurance Investments & Financial Services first reported a position in AXIA Energia in Q1 2017 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's AXIA Energia position peaked at $142K in Q3 2017.
81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.