NewEdge Wealth’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

NewEdge Wealth’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23,158	Closed	-$164K	–	879
2024 Q2	$164K	Sell	23,158 -199	-0.9%	-$1.6K	﹤0.01%	736
2024 Q1	$186K	Buy	23,357 +5,694	+32%	+$54.1K	﹤0.01%	775
2023 Q4	$168K	Buy	17,663 +249	+1%	+$2.16K	﹤0.01%	717
2023 Q3	$143K	Sell	17,414 -474	-3%	-$3.98K	﹤0.01%	629
2023 Q2	$169K	Buy	17,888 +5,379	+43%	+$43.9K	0.01%	617
2023 Q1	$91.1K	Buy	+12,509	New	+$93.4K	﹤0.01%	597

Other funds holding AXIA.PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NewEdge Wealth's AXIA.PR Position: Q3 2024 in Review

NewEdge Wealth sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q3 2024, closing a stake of 23,158 shares — an estimated $164K sold.

NewEdge Wealth first reported a position in AXIA.PR in Q1 2023 and held it in 6 quarters. The position peaked at $186K in Q1 2024. 40 funds tracked by Wall St. Rank hold AXIA.PR as of Q3 2024.

NewEdge Wealth reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q3 2024 after selling out during the quarter.
NewEdge Wealth sold 23,158 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q3 2024, an estimated $164K.
NewEdge Wealth first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q1 2023 and held it in 6 quarters.
NewEdge Wealth's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $186K in Q1 2024.
40 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.