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Sowell Financial Services’s Axalta AXTA Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-179
Closed -$6K – 710
2021
Q1 		$6K Sell
179
-134
-43% -$3.84K ﹤0.01% 2508
2020
Q4 		$9K Buy
313
+134
+75% +$3.65K ﹤0.01% 2048
2020
Q3 		$4K Hold
179
– – ﹤0.01% 2035
2020
Q2 		$4K Hold
179
– – ﹤0.01% 1939
2020
Q1 		$3K Sell
179
-211
-54% -$5.4K ﹤0.01% 1957
2019
Q4 		$12K Buy
390
+29
+8% +$855 ﹤0.01% 1612
2019
Q3 		$11K Buy
+361
New +$10.7K ﹤0.01% 1494

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sowell Financial Services sold out of Axalta (AXTA) in Q2 2021, closing a stake of 179 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in AXTA in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2019. 341 funds tracked by Wall St. Rank hold AXTA as of Q2 2021.

  • Sowell Financial Services reported no remaining Axalta position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 179 Axalta shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Axalta in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Axalta position peaked at $12K in Q4 2019.
  • 341 funds tracked by Wall St. Rank held Axalta as of Q2 2021.

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