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SYSTM Wealth Solutions’s AXIS Capital AXS Stock Holding History

SYSTM Wealth Solutions’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,282
Closed -$998K – 687
2024
Q1 		$998K Sell
15,282
-636
-4% -$38.1K 0.13% 201
2023
Q4 		$886K Buy
15,918
+150
+1% +$8.34K 0.12% 213
2023
Q3 		$889K Sell
15,768
-2,027
-11% -$112K 0.14% 195
2023
Q2 		$958K Buy
17,795
+102
+0.6% +$5.58K 0.13% 210
2023
Q1 		$965K Buy
17,693
+155
+0.9% +$9K 0.15% 181
2022
Q4 		$950K Buy
+17,538
New +$947K 0.12% 220

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

SYSTM Wealth Solutions sold out of AXIS Capital (AXS) in Q2 2024, closing a stake of 15,282 shares — an estimated $998K sold.

SYSTM Wealth Solutions first reported a position in AXS in Q4 2022 and held it in 6 quarters. The position peaked at $998K in Q1 2024. 323 funds tracked by Wall St. Rank hold AXS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining AXIS Capital position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15,282 AXIS Capital shares in Q2 2024, an estimated $998K.
  • SYSTM Wealth Solutions first reported a position in AXIS Capital in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's AXIS Capital position peaked at $998K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2024.

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