LWA
AXA

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

Lenox Wealth 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
2019
Q2 		– Sell
-134
Closed -$3K – 618
2019
Q1 		$3K Buy
+134
New +$3K ﹤0.01% 499
2017
Q1 		– Sell
-145
Closed -$4K – 123
2016
Q4 		$4K Buy
+145
New +$4K ﹤0.01% 106
2016
Q1 		– Sell
-56
Closed -$2K – 473
2015
Q4 		$2K Buy
+56
New +$2K ﹤0.01% 359

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Lenox Wealth Advisors's AXA Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of AXA ADS (1 ORD SHS) (AXA) in Q2 2019, closing a stake of 134 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in AXA in Q4 2015 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 25 funds tracked by Wall St. Rank hold AXA as of Q2 2019.

  • Lenox Wealth Advisors reported no remaining AXA ADS (1 ORD SHS) position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 134 AXA ADS (1 ORD SHS) shares in Q2 2019, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in AXA ADS (1 ORD SHS) in Q4 2015 and held it in 3 quarters.
  • Lenox Wealth Advisors's AXA ADS (1 ORD SHS) position peaked at $4K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.