SYSTM Wealth Solutions’s AXIA Energia AXIA Stock Holding History

SYSTM Wealth Solutions’s Portfolio AXIA Stock Details AXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-224	Closed	-$1.48K	–	749
2024 Q1	$1.48K	Hold	224	–	–	﹤0.01%	925
2023 Q4	$1.53K	Buy	+224	New	+$1.37K	﹤0.01%	961

Other funds holding AXIA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBL

Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SYSTM Wealth Solutions's AXIA Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of AXIA Energia (AXIA) in Q2 2024, closing a stake of 224 shares — an estimated $1.48K sold.

SYSTM Wealth Solutions first reported a position in AXIA in Q4 2023 and held it in 2 quarters. The position peaked at $1.53K in Q4 2023. 110 funds tracked by Wall St. Rank hold AXIA as of Q2 2024.

SYSTM Wealth Solutions reported no remaining AXIA Energia position as of Q2 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 224 AXIA Energia shares in Q2 2024, an estimated $1.48K.
SYSTM Wealth Solutions first reported a position in AXIA Energia in Q4 2023 and held it in 2 quarters.
SYSTM Wealth Solutions's AXIA Energia position peaked at $1.53K in Q4 2023.
110 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.