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PRW Wealth Management’s AXIS Capital AXS Stock Holding History

PRW Wealth Management’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
2019
Q2 		– Sell
-96
Closed -$5K – 116
2019
Q1 		$5K Hold
96
– – ﹤0.01% 367
2018
Q4 		$5K Buy
+96
New +$5.25K 0.01% 365

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRW Wealth Management's AXS Position: Q2 2019 in Review

PRW Wealth Management sold out of AXIS Capital (AXS) in Q2 2019, closing a stake of 96 shares — an estimated $5K sold.

PRW Wealth Management first reported a position in AXS in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 276 funds tracked by Wall St. Rank hold AXS as of Q2 2019.

  • PRW Wealth Management reported no remaining AXIS Capital position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 96 AXIS Capital shares in Q2 2019, an estimated $5K.
  • PRW Wealth Management first reported a position in AXIS Capital in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's AXIS Capital position peaked at $5K in Q1 2019.
  • 276 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.