Syverson Strege & Co’s AXIA Energia AXIA Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-121	Closed	-$636	–	226
2023 Q1	$636	Buy	+121	New	+$676	﹤0.01%	626

Other funds holding AXIA

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Syverson Strege & Co's AXIA Position: Q2 2023 in Review

Syverson Strege & Co sold out of AXIA Energia (AXIA) in Q2 2023, closing a stake of 121 shares — an estimated $636 sold.

Syverson Strege & Co first reported a position in AXIA in Q1 2023 and held it in 1 quarter. The position peaked at $636 in Q1 2023. 100 funds tracked by Wall St. Rank hold AXIA as of Q2 2023.

Syverson Strege & Co reported no remaining AXIA Energia position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 121 AXIA Energia shares in Q2 2023, an estimated $636.
Syverson Strege & Co first reported a position in AXIA Energia in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's AXIA Energia position peaked at $636 in Q1 2023.
100 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.