SPIA
AXA

Steward Partners Investment Advisory’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Steward Partners Investment Advisory’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-115
Closed -$3K – 3527
2021
Q2 		$3K Buy
+115
New +$3K ﹤0.01% 6824

Other funds holding AXA

TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Steward Partners Investment Advisory's AXA Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2021, closing a stake of 115 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in AXA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 17 funds tracked by Wall St. Rank hold AXA as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 115 AXA ADS (1 ORD SHS) shares in Q3 2021, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in AXA ADS (1 ORD SHS) in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's AXA ADS (1 ORD SHS) position peaked at $3K in Q2 2021.
  • 17 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.