SAM
CHGX

Stone Asset Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Stone Asset Management’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$241K Sell
8,337
-17,300
-67% -$489K 0.38% 32
2022
Q4 		$695K Buy
+25,637
New +$694K 0.43% 28

Other funds holding CHGX

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stone Asset Management's CHGX Position: Q1 2023 in Review

Stone Asset Management reduced its AXS Change Finance ESG ETF (CHGX) stake by 67% in Q1 2023, selling an estimated $489K and leaving 8,337 shares worth $241K. The position accounts for 0.38% of the portfolio, ranked #32.

Stone Asset Management first reported a position in CHGX in Q4 2022 and has held it in 2 quarters since. The position peaked at $695K in Q4 2022. 33 funds tracked by Wall St. Rank hold CHGX as of Q1 2023.

  • Stone Asset Management held 8,337 shares of AXS Change Finance ESG ETF worth $241K as of Q1 2023.
  • Stone Asset Management sold 17,300 AXS Change Finance ESG ETF shares in Q1 2023, an estimated $489K.
  • AXS Change Finance ESG ETF made up 0.38% of Stone Asset Management's portfolio in Q1 2023, its #32 holding.
  • Stone Asset Management first reported a position in AXS Change Finance ESG ETF in Q4 2022 and has held it in 2 quarters since.
  • Stone Asset Management's AXS Change Finance ESG ETF position peaked at $695K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2023.

Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.