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Lenox Wealth Advisors’s Axalta AXTA Stock Holding History

Lenox Wealth Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-157
Closed -$5K – 773
2021
Q4 		$5K Hold
157
– – ﹤0.01% 595
2021
Q3 		$5K Hold
157
– – ﹤0.01% 547
2021
Q2 		$5K Hold
157
– – ﹤0.01% 543
2021
Q1 		$5K Sell
157
-157
-50% -$4.5K ﹤0.01% 489
2020
Q4 		$9K Buy
+314
New +$8.55K ﹤0.01% 436

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
FIFTHDELTA London, United Kingdom $725M AUM 11.7% 1-Year Est. Return

Lenox Wealth Advisors's AXTA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Axalta (AXTA) in Q1 2022, closing a stake of 157 shares — an estimated $5K sold.

Lenox Wealth Advisors first reported a position in AXTA in Q4 2020 and held it in 5 quarters. The position peaked at $9K in Q4 2020. 303 funds tracked by Wall St. Rank hold AXTA as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Axalta position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 157 Axalta shares in Q1 2022, an estimated $5K.
  • Lenox Wealth Advisors first reported a position in Axalta in Q4 2020 and held it in 5 quarters.
  • Lenox Wealth Advisors's Axalta position peaked at $9K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Axalta as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.