RPCONE
AXIA

Retirement Planning Company of New England’s AXIA Energia AXIA Stock Holding History

Retirement Planning Company of New England’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
2023
Q3 		– Sell
-17,725
Closed -$116K – 212
2023
Q2 		$116K Buy
17,725
+83
+0.5% +$475 0.07% 219
2023
Q1 		$92.6K Hold
17,642
– – 0.06% 216
2022
Q4 		$111K Buy
17,642
+595
+3% +$4.04K 0.07% 209
2022
Q3 		$108K Buy
17,047
+203
+1% +$1.41K 0.08% 199
2022
Q2 		$118K Hold
16,844
– – 0.08% 207
2022
Q1 		$105K Buy
16,844
+2,746
+19% +$14.2K 0.06% 227
2021
Q4 		$67K Buy
+14,098
New +$70.8K 0.03% 363

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Planning Company of New England's AXIA Position: Q3 2023 in Review

Retirement Planning Company of New England sold out of AXIA Energia (AXIA) in Q3 2023, closing a stake of 17,725 shares — an estimated $116K sold.

Retirement Planning Company of New England first reported a position in AXIA in Q4 2021 and held it in 7 quarters. The position peaked at $118K in Q2 2022. 94 funds tracked by Wall St. Rank hold AXIA as of Q3 2023.

  • Retirement Planning Company of New England reported no remaining AXIA Energia position as of Q3 2023 after selling out during the quarter.
  • Retirement Planning Company of New England sold 17,725 AXIA Energia shares in Q3 2023, an estimated $116K.
  • Retirement Planning Company of New England first reported a position in AXIA Energia in Q4 2021 and held it in 7 quarters.
  • Retirement Planning Company of New England's AXIA Energia position peaked at $118K in Q2 2022.
  • 94 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2023.

Based on Retirement Planning Company of New England's 13F filing for Q3 2023, filed 13 Nov 2023.