IWP
AXS icon

Icon Wealth Partners’s AXIS Capital AXS Stock Holding History

Icon 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
2019
Q2 		– Sell
-696
Closed -$38K – 213
2019
Q1 		$38K Buy
+696
New +$38.6K 0.01% 408
2018
Q3 		– Sell
-999
Closed -$56K – 309
2018
Q2 		$56K Buy
+999
New +$57.1K 0.02% 355
2018
Q1 		– Sell
-999
Closed -$50K – 296
2017
Q4 		$50K Buy
+999
New +$53.2K 0.02% 412

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Icon Wealth Partners's AXS Position: Q2 2019 in Review

Icon Wealth Partners sold out of AXIS Capital (AXS) in Q2 2019, closing a stake of 696 shares — an estimated $38K sold.

Icon Wealth Partners first reported a position in AXS in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q2 2018. 276 funds tracked by Wall St. Rank hold AXS as of Q2 2019.

  • Icon Wealth Partners reported no remaining AXIS Capital position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 696 AXIS Capital shares in Q2 2019, an estimated $38K.
  • Icon Wealth Partners first reported a position in AXIS Capital in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's AXIS Capital position peaked at $56K in Q2 2018.
  • 276 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.