RIA
AXIA

Realta Investment Advisors’s AXIA Energia AXIA Stock Holding History

Realta Investment 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
2019
Q4 		– Sell
-316
Closed -$2K – 1608
2019
Q3 		$2K Buy
+316
New +$2.58K ﹤0.01% 1490

Other funds holding AXIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Realta Investment Advisors's AXIA Position: Q4 2019 in Review

Realta Investment Advisors sold out of AXIA Energia (AXIA) in Q4 2019, closing a stake of 316 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in AXIA in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 60 funds tracked by Wall St. Rank hold AXIA as of Q4 2019.

  • Realta Investment Advisors reported no remaining AXIA Energia position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 316 AXIA Energia shares in Q4 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in AXIA Energia in Q3 2019 and held it in 1 quarter.
  • Realta Investment Advisors's AXIA Energia position peaked at $2K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.