SW
AXA

SVB Wealth’s AXA ADS (1 ORD SHS) AXA Stock Holding History

SVB Wealth’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
2025
Q1 		– Sell
-7,544
Closed -$268K – 1830
2024
Q4 		$268K Buy
+7,544
New +$268K 0.01% 593
2024
Q3 		– Sell
-8,434
Closed -$277K – 669
2024
Q2 		$277K Sell
8,434
-1,954
-19% -$64.1K 0.01% 582
2024
Q1 		$391K Sell
10,388
-1,131
-10% -$42.5K 0.01% 552
2023
Q4 		$376K Sell
11,519
-590
-5% -$19.3K 0.01% 561
2023
Q3 		$360K Buy
12,109
+715
+6% +$21.3K 0.01% 553
2023
Q2 		$337K Sell
11,394
-2,625
-19% -$77.7K 0.01% 619
2023
Q1 		$429K Buy
14,019
+726
+5% +$22.2K 0.01% 586
2022
Q4 		$370K Buy
13,293
+2,380
+22% +$66.3K 0.01% 655
2022
Q3 		$238K Buy
+10,913
New +$238K ﹤0.01% 779
2021
Q4 		– Sell
-9,384
Closed -$263K – 991
2021
Q3 		$263K Sell
9,384
-1,408
-13% -$39.5K ﹤0.01% 829
2021
Q2 		$274K Sell
10,792
-17,890
-62% -$454K ﹤0.01% 794
2021
Q1 		$772K Buy
28,682
+1,524
+6% +$41K 0.01% 408
2020
Q4 		$649K Buy
27,158
+11,264
+71% +$269K 0.01% 408
2020
Q3 		$293K Buy
15,894
+2,307
+17% +$42.5K ﹤0.01% 536
2020
Q2 		$284K Buy
+13,587
New +$284K 0.01% 466
2020
Q1 		– Sell
-9,312
Closed -$263K – 700
2019
Q4 		$263K Sell
9,312
-95
-1% -$2.68K ﹤0.01% 520
2019
Q3 		$241K Buy
+9,407
New +$241K ﹤0.01% 460
2018
Q4 		– Sell
-10,050
Closed -$270K – 447
2018
Q3 		$270K Buy
10,050
+1,337
+15% +$35.9K 0.01% 381
2018
Q2 		$214K Buy
+8,713
New +$214K 0.01% 412
2018
Q1 		– Sell
-7,978
Closed -$237K – 483
2017
Q4 		$237K Buy
7,978
+17
+0.2% +$505 0.01% 432
2017
Q3 		$241K Sell
7,961
-277
-3% -$8.39K 0.01% 421
2017
Q2 		$225K Sell
8,238
-1,529
-16% -$41.8K 0.01% 441
2017
Q1 		$253K Sell
9,767
-1,924
-16% -$49.8K 0.01% 428
2016
Q4 		$295K Sell
11,691
-3,198
-21% -$80.7K 0.01% 413
2016
Q3 		$317K Sell
14,889
-5,466
-27% -$116K 0.01% 424
2016
Q2 		$403K Sell
20,355
-1,080
-5% -$21.4K 0.02% 384
2016
Q1 		$505K Buy
21,435
+914
+4% +$21.5K 0.02% 350
2015
Q4 		$561K Sell
20,521
-9,593
-32% -$262K 0.02% 353
2015
Q3 		$727K Buy
30,114
+4,435
+17% +$107K 0.03% 346
2015
Q2 		$648K Buy
25,679
+1,566
+6% +$39.5K 0.02% 385
2015
Q1 		$607K Buy
24,113
+393
+2% +$9.89K 0.02% 388
2014
Q4 		$551K Buy
+23,720
New +$551K 0.02% 392

Other funds holding AXA

ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
CI
Corient IA Miami, Florida $106M AUM 31.74% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.2B AUM 22.93% 1-Year Est. Return

SVB Wealth's AXA Position: Q1 2025 in Review

SVB Wealth sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2025, closing a stake of 7,544 shares — an estimated $268K sold.

SVB Wealth first reported a position in AXA in Q4 2014 and held it in 32 quarters. The position peaked at $772K in Q1 2021. 21 funds tracked by Wall St. Rank hold AXA as of Q1 2025.

  • SVB Wealth reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 7,544 AXA ADS (1 ORD SHS) shares in Q1 2025, an estimated $268K.
  • SVB Wealth first reported a position in AXA ADS (1 ORD SHS) in Q4 2014 and held it in 32 quarters.
  • SVB Wealth's AXA ADS (1 ORD SHS) position peaked at $772K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.