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 		$11K 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 $153B AUM 38.14% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

IHT Wealth Management's AXS Position: Q1 2023 in Review

IHT Wealth Management sold out of AXIS Capital (AXS) in Q1 2023, closing a stake of 4,432 shares — an estimated $240K sold.

IHT Wealth Management first reported a position in AXS in Q4 2016 and held it in 12 quarters. The position peaked at $342K in Q4 2021. 305 funds tracked by Wall St. Rank hold AXS as of Q1 2023.

  • IHT Wealth Management reported no remaining AXIS Capital position as of Q1 2023 after selling out during the quarter.
  • IHT Wealth Management sold 4,432 AXIS Capital shares in Q1 2023, an estimated $240K.
  • IHT Wealth Management first reported a position in AXIS Capital in Q4 2016 and held it in 12 quarters.
  • IHT Wealth Management's AXIS Capital position peaked at $342K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.