IA
AXA

IFP Advisors’s AXA ADS (1 ORD SHS) AXA Stock Holding History

IFP Advisors’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
Q1 		– Sell
-662
Closed -$20K – 4662
2021
Q4 		$20K Buy
662
+41
+7% +$1.24K ﹤0.01% 1958
2021
Q3 		$17K Hold
621
– – ﹤0.01% 2075
2021
Q2 		$15K Buy
621
+12
+2% +$290 ﹤0.01% 2070
2021
Q1 		$16K Sell
609
-40
-6% -$1.05K ﹤0.01% 1956
2020
Q4 		$16K Sell
649
-108
-14% -$2.66K ﹤0.01% 1885
2020
Q3 		$14K Sell
757
-34
-4% -$629 ﹤0.01% 1798
2020
Q2 		$17K Sell
791
-136
-15% -$2.92K ﹤0.01% 1629
2020
Q1 		$18K Sell
927
-2,668
-74% -$51.8K ﹤0.01% 1549
2019
Q4 		$100K Buy
3,595
+2,707
+305% +$75.3K 0.01% 949
2019
Q3 		$22K Buy
+888
New +$22K ﹤0.01% 1730

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 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
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

IFP Advisors's AXA Position: Q1 2022 in Review

IFP Advisors sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2022, closing a stake of 662 shares — an estimated $20K sold.

IFP Advisors first reported a position in AXA in Q3 2019 and held it in 10 quarters. The position peaked at $100K in Q4 2019. 14 funds tracked by Wall St. Rank hold AXA as of Q1 2022.

  • IFP Advisors reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 662 AXA ADS (1 ORD SHS) shares in Q1 2022, an estimated $20K.
  • IFP Advisors first reported a position in AXA ADS (1 ORD SHS) in Q3 2019 and held it in 10 quarters.
  • IFP Advisors's AXA ADS (1 ORD SHS) position peaked at $100K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.