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Lucia Wealth Services’s AXIS Capital AXS Stock Holding History

Lucia Wealth Services’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
Q1 		– Sell
-4,115
Closed -$212K – 189
2018
Q4 		$212K Sell
4,115
-2,029
-33% -$111K 0.1% 109
2018
Q3 		$355K Sell
6,144
-737
-11% -$41.8K 0.11% 112
2018
Q2 		$383K Buy
+6,881
New +$393K 0.17% 95

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lucia Wealth Services's AXS Position: Q1 2019 in Review

Lucia Wealth Services sold out of AXIS Capital (AXS) in Q1 2019, closing a stake of 4,115 shares — an estimated $212K sold.

Lucia Wealth Services first reported a position in AXS in Q2 2018 and held it in 3 quarters. The position peaked at $383K in Q2 2018. 277 funds tracked by Wall St. Rank hold AXS as of Q1 2019.

  • Lucia Wealth Services reported no remaining AXIS Capital position as of Q1 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 4,115 AXIS Capital shares in Q1 2019, an estimated $212K.
  • Lucia Wealth Services first reported a position in AXIS Capital in Q2 2018 and held it in 3 quarters.
  • Lucia Wealth Services's AXIS Capital position peaked at $383K in Q2 2018.
  • 277 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2019.

Based on Lucia Wealth Services's 13F filing for Q1 2019, filed 15 May 2019.