PCS
AXIA

Personal CFO Solutions’s AXIA Energia AXIA Stock Holding History

Personal CFO Solutions’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
2023
Q1 		– Sell
-26,080
Closed -$164K – 482
2022
Q4 		$164K Sell
26,080
-3,143
-11% -$21.4K 0.03% 436
2022
Q3 		$186K Buy
+29,223
New +$203K 0.05% 381
2021
Q4 		– Sell
-43,664
Closed -$245K – 484
2021
Q3 		$245K Buy
+43,664
New +$265K 0.05% 371
2019
Q4 		– Sell
-19,326
Closed -$147K – 352
2019
Q3 		$147K Buy
+19,326
New +$158K 0.06% 271

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal CFO Solutions's AXIA Position: Q1 2023 in Review

Personal CFO Solutions sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 26,080 shares — an estimated $164K sold.

Personal CFO Solutions first reported a position in AXIA in Q3 2019 and held it in 4 quarters. The position peaked at $245K in Q3 2021. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

  • Personal CFO Solutions reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 26,080 AXIA Energia shares in Q1 2023, an estimated $164K.
  • Personal CFO Solutions first reported a position in AXIA Energia in Q3 2019 and held it in 4 quarters.
  • Personal CFO Solutions's AXIA Energia position peaked at $245K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Personal CFO Solutions's 13F filing for Q1 2023, filed 9 May 2023.