M
AXA

MOTCO’s AXA ADS (1 ORD SHS) AXA Stock Holding History

MOTCO’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
2024
Q3 		– Sell
-86
Closed -$2.82K – 624
2024
Q2 		$2.82K Hold
86
– – ﹤0.01% 639
2024
Q1 		$3.23K Hold
86
– – ﹤0.01% 587
2023
Q4 		$2.8K Hold
86
– – ﹤0.01% 560
2023
Q3 		$2.57K Sell
86
-31
-26% -$925 ﹤0.01% 614
2023
Q2 		$3.45K Buy
+117
New +$3.45K ﹤0.01% 589
2023
Q1 		– Sell
-57
Closed -$1.58K – 633
2022
Q4 		$1.58K Hold
57
– – ﹤0.01% 552
2022
Q3 		$1K Buy
+57
New +$1K ﹤0.01% 635
2021
Q3 		– Sell
-137
Closed -$3K – 668
2021
Q2 		$3K Hold
137
– – ﹤0.01% 592
2021
Q1 		$4K Hold
137
– – ﹤0.01% 535
2020
Q4 		$3K Buy
+137
New +$3K ﹤0.01% 660
2015
Q3 		– Sell
-200
Closed -$5K – 641
2015
Q2 		$5K Hold
200
– – ﹤0.01% 510
2015
Q1 		$5K Hold
200
– – ﹤0.01% 517
2014
Q4 		$5K Hold
200
– – ﹤0.01% 559
2014
Q3 		$5K Hold
200
– – ﹤0.01% 563
2014
Q2 		$5K Hold
200
– – ﹤0.01% 543
2014
Q1 		$5K Hold
200
– – ﹤0.01% 526
2013
Q4 		$6K Hold
200
– – ﹤0.01% 532
2013
Q3 		$5K Buy
+200
New +$5K ﹤0.01% 532

Other funds holding AXA

BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

MOTCO's AXA Position: Q3 2024 in Review

MOTCO sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2024, closing a stake of 86 shares — an estimated $2.82K sold.

MOTCO first reported a position in AXA in Q3 2013 and held it in 18 quarters. The position peaked at $6K in Q4 2013. 17 funds tracked by Wall St. Rank hold AXA as of Q3 2024.

  • MOTCO reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2024 after selling out during the quarter.
  • MOTCO sold 86 AXA ADS (1 ORD SHS) shares in Q3 2024, an estimated $2.82K.
  • MOTCO first reported a position in AXA ADS (1 ORD SHS) in Q3 2013 and held it in 18 quarters.
  • MOTCO's AXA ADS (1 ORD SHS) position peaked at $6K in Q4 2013.
  • 17 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2024.

Based on MOTCO's 13F filing for Q3 2024, filed 5 Nov 2024.