PFGIA
AXIA

Patriot Financial Group Insurance Agency’s AXIA Energia AXIA Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-566
Closed -$4K – 827
2022
Q2 		$4K Hold
566
– – ﹤0.01% 1536
2022
Q1 		$4K Buy
+566
New +$2.92K ﹤0.01% 1676
2021
Q4 		– Sell
-421
Closed -$2K – 2170
2021
Q3 		$2K Hold
421
– – ﹤0.01% 1928
2021
Q2 		$3K Buy
+421
New +$2.57K ﹤0.01% 1774

Other funds holding AXIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AXIA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of AXIA Energia (AXIA) in Q3 2022, closing a stake of 566 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in AXIA in Q2 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 96 funds tracked by Wall St. Rank hold AXIA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining AXIA Energia position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 566 AXIA Energia shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in AXIA Energia in Q2 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's AXIA Energia position peaked at $4K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.