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Smartleaf Asset Management’s Patria Investments PAX Stock Holding History

Smartleaf Asset Management’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-211
Closed -$2.4K – 2906
2025
Q1 		$2.4K Hold
211
– – ﹤0.01% 2425
2024
Q4 		$2.42K Buy
+211
New +$2.49K ﹤0.01% 2481

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
IMC
Inherent Management Corp New York $197M AUM 23.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Smartleaf Asset Management's PAX Position: Q2 2025 in Review

Smartleaf Asset Management sold out of Patria Investments (PAX) in Q2 2025, closing a stake of 211 shares — an estimated $2.4K sold.

Smartleaf Asset Management first reported a position in PAX in Q4 2024 and held it in 2 quarters. The position peaked at $2.42K in Q4 2024. 143 funds tracked by Wall St. Rank hold PAX as of Q2 2025.

  • Smartleaf Asset Management reported no remaining Patria Investments position as of Q2 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 211 Patria Investments shares in Q2 2025, an estimated $2.4K.
  • Smartleaf Asset Management first reported a position in Patria Investments in Q4 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Patria Investments position peaked at $2.42K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Patria Investments as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.