PFS
AXIA

Prospera Financial Services’s AXIA Energia AXIA Stock Holding History

Prospera Financial Services’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
-106,657
Closed -$749K – 1034
2022
Q2 		$749K Sell
106,657
-51,321
-32% -$346K 0.04% 432
2022
Q1 		$989K Buy
+157,978
New +$815K 0.04% 428

Other funds holding AXIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prospera Financial Services's AXIA Position: Q3 2022 in Review

Prospera Financial Services sold out of AXIA Energia (AXIA) in Q3 2022, closing a stake of 106,657 shares — an estimated $749K sold.

Prospera Financial Services first reported a position in AXIA in Q1 2022 and held it in 2 quarters. The position peaked at $989K in Q1 2022. 96 funds tracked by Wall St. Rank hold AXIA as of Q3 2022.

  • Prospera Financial Services reported no remaining AXIA Energia position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 106,657 AXIA Energia shares in Q3 2022, an estimated $749K.
  • Prospera Financial Services first reported a position in AXIA Energia in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's AXIA Energia position peaked at $989K in Q1 2022.
  • 96 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.