Next Financial Group’s AXIA Energia AXIA Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-307	Closed	-$1K	–	917
2020 Q1	$1K	Buy	307 +39	+15%	+$236	﹤0.01%	2000
2019 Q4	$2K	Hold	268	–	–	﹤0.01%	2152
2019 Q3	$2K	Hold	268	–	–	﹤0.01%	2102
2019 Q2	$2K	Hold	268	–	–	﹤0.01%	2105
2019 Q1	$2K	Hold	268	–	–	﹤0.01%	1443
2018 Q4	$1K	Hold	268	–	–	﹤0.01%	1831
2018 Q3	$1K	Buy	+268	New	+$854	﹤0.01%	1383
2017 Q1	–	Sell	-268	Closed	-$1K	–	1967
2016 Q4	$1K	Buy	+268	New	+$1.47K	﹤0.01%	2268
2016 Q3	–	Sell	-83	Closed	–	–	2384
2016 Q2	$0	Hold	83	–	–	﹤0.01%	1767
2016 Q1	$0	Hold	83	–	–	﹤0.01%	1761
2015 Q4	$0	Hold	83	–	–	﹤0.01%	1813
2015 Q3	$0	Hold	83	–	–	﹤0.01%	1847
2015 Q2	$0	Hold	83	–	–	﹤0.01%	1864
2015 Q1	$0	Hold	83	–	–	﹤0.01%	1863
2014 Q4	$0	Sell	83 -375	-82%	-$705	﹤0.01%	1990
2014 Q3	$1K	Hold	458	–	–	﹤0.01%	2406
2014 Q2	$1K	Buy	+458	New	+$1.16K	﹤0.01%	1131

Other funds holding AXIA

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AMS Capital Sao Paulo, Brazil $257M AUM 5.33% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Next Financial Group's AXIA Position: Q2 2020 in Review

Next Financial Group sold out of AXIA Energia (AXIA) in Q2 2020, closing a stake of 307 shares — an estimated $1K sold.

Next Financial Group first reported a position in AXIA in Q2 2014 and held it in 17 quarters. The position peaked at $2K in Q4 2019. 58 funds tracked by Wall St. Rank hold AXIA as of Q2 2020.

Next Financial Group reported no remaining AXIA Energia position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 307 AXIA Energia shares in Q2 2020, an estimated $1K.
Next Financial Group first reported a position in AXIA Energia in Q2 2014 and held it in 17 quarters.
Next Financial Group's AXIA Energia position peaked at $2K in Q4 2019.
58 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.