IWM
AXS icon

IHT Wealth Management’s AXIS Capital AXS Stock Holding History

IHT Wealth Management’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
2023
Q1 		– Sell
-4,432
Closed -$240K – 957
2022
Q4 		$240K Buy
4,432
+37
+0.8% +$2K 0.02% 746
2022
Q3 		$216K Buy
4,395
+36
+0.8% +$1.91K 0.02% 754
2022
Q2 		$249K Buy
4,359
+29
+0.7% +$1.65K 0.02% 589
2022
Q1 		$262K Sell
4,330
-1,954
-31% -$109K 0.02% 622
2021
Q4 		$342K Buy
6,284
+50
+0.8% +$2.59K 0.03% 558
2021
Q3 		$287K Buy
+6,234
New +$309K 0.02% 605
2018
Q2 		– Sell
-77
Closed -$4K – 489
2018
Q1 		$4K Buy
77
+1
+1% +$52 ﹤0.01% 1372
2017
Q4 		$4K Hold
76
– – ﹤0.01% 1369
2017
Q3 		$4K Hold
76
– – ﹤0.01% 1114
2017
Q2 		$11 Buy
76
+1
+1% +$65 0.01% 938
2017
Q1 		$5K Hold
75
– – ﹤0.01% 946
2016
Q4 		$5K Buy
+75
New +$4.51K ﹤0.01% 904

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return