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Pacific Capital Wealth Advisors’s Axalta AXTA Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-79
Closed -$2.86K – 411
2024
Q3 		$2.86K Buy
+79
New +$2.77K ﹤0.01% 381

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Capital Wealth Advisors's AXTA Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Axalta (AXTA) in Q4 2024, closing a stake of 79 shares — an estimated $2.86K sold.

Pacific Capital Wealth Advisors first reported a position in AXTA in Q3 2024 and held it in 1 quarter. The position peaked at $2.86K in Q3 2024. 399 funds tracked by Wall St. Rank hold AXTA as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Axalta position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 79 Axalta shares in Q4 2024, an estimated $2.86K.
  • Pacific Capital Wealth Advisors first reported a position in Axalta in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Axalta position peaked at $2.86K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Axalta as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.