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Plante Moran Financial Advisors’s AXIS Capital AXS Stock Holding History

Plante Moran Financial Advisors’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-116
Closed -$6K – 950
2021
Q1 		$6K Buy
+116
New +$5.81K ﹤0.01% 735
2016
Q4 		– Sell
-864
Closed -$47K – 967
2016
Q3 		$47K Buy
864
+785
+994% +$43.3K 0.03% 338
2016
Q2 		$4K Buy
+79
New +$4.29K ﹤0.01% 665

Other funds holding AXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Plante Moran Financial Advisors's AXS Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of AXIS Capital (AXS) in Q2 2021, closing a stake of 116 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in AXS in Q2 2016 and held it in 3 quarters. The position peaked at $47K in Q3 2016. 231 funds tracked by Wall St. Rank hold AXS as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining AXIS Capital position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 116 AXIS Capital shares in Q2 2021, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in AXIS Capital in Q2 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's AXIS Capital position peaked at $47K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.