TCI Wealth Advisors’s AXIS Capital AXS Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-245	Closed	-$13.4K	–	395
2023 Q1	$13.4K	Hold	245	–	–	﹤0.01%	913
2022 Q4	$13.3K	Buy	245 +137	+127%	+$7.4K	﹤0.01%	891
2022 Q3	$5K	Buy	+108	New	+$5.72K	﹤0.01%	1421
2021 Q3	–	Sell	-67	Closed	-$3K	–	2377
2021 Q2	$3K	Hold	67	–	–	﹤0.01%	1704
2021 Q1	$3K	Hold	67	–	–	﹤0.01%	1489
2020 Q4	$3K	Buy	67 +41	+158%	+$1.99K	﹤0.01%	1059
2020 Q3	$1K	Buy	+26	New	+$1.13K	﹤0.01%	1271
2020 Q1	–	Sell	-73	Closed	-$4K	–	1471
2019 Q4	$4K	Hold	73	–	–	﹤0.01%	893
2019 Q3	$5K	Hold	73	–	–	﹤0.01%	789
2019 Q2	$4K	Sell	73 -13	-15%	-$756	﹤0.01%	800
2019 Q1	$5K	Hold	86	–	–	﹤0.01%	770
2018 Q4	$4K	Buy	86 +13	+18%	+$711	﹤0.01%	804
2018 Q3	$4K	Hold	73	–	–	﹤0.01%	830
2018 Q2	$4K	Hold	73	–	–	﹤0.01%	827
2018 Q1	$4K	Buy	+73	New	+$3.77K	﹤0.01%	767

Other funds holding AXS

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCI Wealth Advisors's AXS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AXIS Capital (AXS) in Q2 2023, closing a stake of 245 shares — an estimated $13.4K sold.

TCI Wealth Advisors first reported a position in AXS in Q1 2018 and held it in 15 quarters. The position peaked at $13.4K in Q1 2023. 269 funds tracked by Wall St. Rank hold AXS as of Q2 2023.

TCI Wealth Advisors reported no remaining AXIS Capital position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 245 AXIS Capital shares in Q2 2023, an estimated $13.4K.
TCI Wealth Advisors first reported a position in AXIS Capital in Q1 2018 and held it in 15 quarters.
TCI Wealth Advisors's AXIS Capital position peaked at $13.4K in Q1 2023.
269 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.