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Schechter Investment Advisors’s Axalta AXTA Stock Holding History

Schechter Investment Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,859
Closed -$329K – 675
2023
Q1 		$329K Sell
10,859
-3,216
-23% -$92.4K 0.03% 505
2022
Q4 		$358K Sell
14,075
-352
-2% -$8.7K 0.03% 586
2022
Q3 		$304K Buy
14,427
+1,602
+12% +$39.4K 0.03% 697
2022
Q2 		$284K Buy
+12,825
New +$326K 0.03% 727
2022
Q1 		– Sell
-14,145
Closed -$468K – 934
2021
Q4 		$468K Buy
+14,145
New +$449K 0.04% 527

Other funds holding AXTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Schechter Investment Advisors's AXTA Position: Q2 2023 in Review

Schechter Investment Advisors sold out of Axalta (AXTA) in Q2 2023, closing a stake of 10,859 shares — an estimated $329K sold.

Schechter Investment Advisors first reported a position in AXTA in Q4 2021 and held it in 5 quarters. The position peaked at $468K in Q4 2021. 329 funds tracked by Wall St. Rank hold AXTA as of Q2 2023.

  • Schechter Investment Advisors reported no remaining Axalta position as of Q2 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,859 Axalta shares in Q2 2023, an estimated $329K.
  • Schechter Investment Advisors first reported a position in Axalta in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Axalta position peaked at $468K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Axalta as of Q2 2023.

Based on Schechter Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.