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TFO Wealth Partners’s AXIS Capital AXS Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-4
Closed -$221 – 807
2023
Q4 		$221 Hold
4
– – ﹤0.01% 612
2023
Q3 		$215 Buy
+4
New +$221 ﹤0.01% 773

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T. Rowe Price Investment Management
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TFO Wealth Partners's AXS Position: Q1 2024 in Review

TFO Wealth Partners sold out of AXIS Capital (AXS) in Q1 2024, closing a stake of 4 shares — an estimated $221 sold.

TFO Wealth Partners first reported a position in AXS in Q3 2023 and held it in 2 quarters. The position peaked at $221 in Q4 2023. 325 funds tracked by Wall St. Rank hold AXS as of Q1 2024.

  • TFO Wealth Partners reported no remaining AXIS Capital position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 AXIS Capital shares in Q1 2024, an estimated $221.
  • TFO Wealth Partners first reported a position in AXIS Capital in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's AXIS Capital position peaked at $221 in Q4 2023.
  • 325 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.