SWP
AXU

Strategic Wealth Partners’s Alexco Resource Corp AXU Stock Holding History

Strategic Wealth Partners’s Portfolio AXU Stock Details AXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-48,959
Closed -$20K – 287
2022
Q2 		$20K Sell
48,959
-3,113
-6% -$3.03K ﹤0.01% 245
2022
Q1 		$81K Sell
52,072
-12,673
-20% -$21.1K 0.02% 252
2021
Q4 		$113K Buy
+64,745
New +$117K 0.02% 276

Other funds holding AXU

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Strategic Wealth Partners's AXU Position: Q3 2022 in Review

Strategic Wealth Partners sold out of Alexco Resource Corp (AXU) in Q3 2022, closing a stake of 48,959 shares — an estimated $20K sold.

Strategic Wealth Partners first reported a position in AXU in Q4 2021 and held it in 3 quarters. The position peaked at $113K in Q4 2021. 2 funds tracked by Wall St. Rank hold AXU as of Q3 2022.

  • Strategic Wealth Partners reported no remaining Alexco Resource Corp position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 48,959 Alexco Resource Corp shares in Q3 2022, an estimated $20K.
  • Strategic Wealth Partners first reported a position in Alexco Resource Corp in Q4 2021 and held it in 3 quarters.
  • Strategic Wealth Partners's Alexco Resource Corp position peaked at $113K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Alexco Resource Corp as of Q3 2022.

Based on Strategic Wealth Partners's 13F filing for Q3 2022, filed 24 Apr 2023.