LWM
AXIA

Liberty Wealth Management’s AXIA Energia AXIA Stock Holding History

Liberty Wealth Management’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-173
Closed -$1K – 897
2019
Q2 		$1K Sell
173
-184
-52% -$1.25K ﹤0.01% 811
2019
Q1 		$2K Buy
+357
New +$2.6K ﹤0.01% 626

Other funds holding AXIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Liberty Wealth Management's AXIA Position: Q3 2019 in Review

Liberty Wealth Management sold out of AXIA Energia (AXIA) in Q3 2019, closing a stake of 173 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in AXIA in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 69 funds tracked by Wall St. Rank hold AXIA as of Q3 2019.

  • Liberty Wealth Management reported no remaining AXIA Energia position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 173 AXIA Energia shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in AXIA Energia in Q1 2019 and held it in 2 quarters.
  • Liberty Wealth Management's AXIA Energia position peaked at $2K in Q1 2019.
  • 69 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.