LWM
AXA

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

Lenox Wealth Management’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
2020
Q2 		$2K Sell
100
-145
-59% -$2.9K ﹤0.01% 660
2020
Q1 		$4K Buy
+245
New +$4K ﹤0.01% 530
2019
Q4 		– Sell
-71
Closed -$1K – 759
2019
Q3 		$1K Buy
71
+9
+15% +$127 ﹤0.01% 684
2019
Q2 		$1K Hold
62
– – ﹤0.01% 663
2019
Q1 		$2K Hold
62
– – ﹤0.01% 624
2018
Q4 		$1K Sell
62
-88
-59% -$1.42K ﹤0.01% 621
2018
Q3 		$1K Buy
+150
New +$1K ﹤0.01% 629

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
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
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return

Lenox Wealth Management's AXA Position: Q2 2020 in Review

Lenox Wealth Management reduced its AXA ADS (1 ORD SHS) (AXA) stake by 59% in Q2 2020, selling an estimated $2.9K and leaving 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

Lenox Wealth Management first reported a position in AXA in Q3 2018 and has held it in 7 quarters since. The position peaked at $4K in Q1 2020. 18 funds tracked by Wall St. Rank hold AXA as of Q2 2020.

  • Lenox Wealth Management held 100 shares of AXA ADS (1 ORD SHS) worth $2K as of Q2 2020.
  • Lenox Wealth Management sold 145 AXA ADS (1 ORD SHS) shares in Q2 2020, an estimated $2.9K.
  • AXA ADS (1 ORD SHS) made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #660 holding.
  • Lenox Wealth Management first reported a position in AXA ADS (1 ORD SHS) in Q3 2018 and has held it in 7 quarters since.
  • Lenox Wealth Management's AXA ADS (1 ORD SHS) position peaked at $4K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.