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Sowell Financial Services’s AXIS Capital AXS Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-122
Closed -$7K – 709
2021
Q1 		$7K Sell
122
-158
-56% -$7.92K ﹤0.01% 2440
2020
Q4 		$14K Buy
280
+158
+130% +$7.66K ﹤0.01% 1875
2020
Q3 		$5K Sell
122
-38
-24% -$1.66K ﹤0.01% 1977
2020
Q2 		$6K Sell
160
-88
-35% -$3.39K ﹤0.01% 1830
2020
Q1 		$10K Buy
248
+88
+55% +$4.91K ﹤0.01% 1602
2019
Q4 		$10K Sell
160
-333
-68% -$20.1K ﹤0.01% 1676
2019
Q3 		$33K Buy
+493
New +$31.1K ﹤0.01% 1115

Other funds holding AXS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Sowell Financial Services's AXS Position: Q2 2021 in Review

Sowell Financial Services sold out of AXIS Capital (AXS) in Q2 2021, closing a stake of 122 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in AXS in Q3 2019 and held it in 7 quarters. The position peaked at $33K in Q3 2019. 232 funds tracked by Wall St. Rank hold AXS as of Q2 2021.

  • Sowell Financial Services reported no remaining AXIS Capital position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 122 AXIS Capital shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in AXIS Capital in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's AXIS Capital position peaked at $33K in Q3 2019.
  • 232 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.