PMFA
AXIA

Plante Moran Financial Advisors’s AXIA Energia AXIA Stock Holding History

Plante Moran Financial Advisors’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
-145
Closed -$1K – 904
2022
Q2 		$1K Buy
+145
New +$978 ﹤0.01% 897
2021
Q1 		– Sell
-116
Closed -$1K – 1018
2020
Q4 		$1K Buy
+116
New +$575 ﹤0.01% 813

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

Plante Moran Financial Advisors's AXIA Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of AXIA Energia (AXIA) in Q3 2022, closing a stake of 145 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in AXIA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 96 funds tracked by Wall St. Rank hold AXIA as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining AXIA Energia position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 145 AXIA Energia shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in AXIA Energia in Q4 2020 and held it in 2 quarters.
  • Plante Moran Financial Advisors's AXIA Energia position peaked at $1K in Q2 2022.
  • 96 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.