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Liberty Wealth Management’s AXIS Capital AXS Stock Holding History

Liberty 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
2019
Q4 		– Sell
-36
Closed -$2K – 905
2019
Q3 		$2K Hold
36
– – ﹤0.01% 726
2019
Q2 		$2K Hold
36
– – ﹤0.01% 743
2019
Q1 		$1K Hold
36
– – ﹤0.01% 657
2018
Q4 		$1K Buy
+36
New +$1.97K ﹤0.01% 696

Other funds holding AXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Liberty Wealth Management's AXS Position: Q4 2019 in Review

Liberty Wealth Management sold out of AXIS Capital (AXS) in Q4 2019, closing a stake of 36 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in AXS in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 271 funds tracked by Wall St. Rank hold AXS as of Q4 2019.

  • Liberty Wealth Management reported no remaining AXIS Capital position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 36 AXIS Capital shares in Q4 2019, an estimated $2K.
  • Liberty Wealth Management first reported a position in AXIS Capital in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's AXIS Capital position peaked at $2K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.