TWM
AXA

Tradition Wealth Management’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Tradition Wealth Management’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70
Closed -$2K – 1121
2020
Q4 		$2K Buy
+70
New +$2K ﹤0.01% 977

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

Tradition Wealth Management's AXA Position: Q1 2021 in Review

Tradition Wealth Management sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2021, closing a stake of 70 shares — an estimated $2K sold.

Tradition Wealth Management first reported a position in AXA in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 22 funds tracked by Wall St. Rank hold AXA as of Q1 2021.

  • Tradition Wealth Management reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 70 AXA ADS (1 ORD SHS) shares in Q1 2021, an estimated $2K.
  • Tradition Wealth Management first reported a position in AXA ADS (1 ORD SHS) in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's AXA ADS (1 ORD SHS) position peaked at $2K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.