TrueWealth LLC’s Axalta AXTA Stock Holding History

TrueWealth LLC’s Portfolio AXTA Stock Details AXTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-139	Closed	-$4K	–	732
2018 Q3	$4K	Hold	139	–	–	﹤0.01%	641
2018 Q2	$4K	Hold	139	–	–	﹤0.01%	644
2018 Q1	$4K	Hold	139	–	–	﹤0.01%	605
2017 Q4	$4K	Buy	+139	New	+$4.4K	﹤0.01%	690

Other funds holding AXTA

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TrueWealth LLC's AXTA Position: Q4 2018 in Review

TrueWealth LLC sold out of Axalta (AXTA) in Q4 2018, closing a stake of 139 shares — an estimated $4K sold.

TrueWealth LLC first reported a position in AXTA in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 318 funds tracked by Wall St. Rank hold AXTA as of Q4 2018.

TrueWealth LLC reported no remaining Axalta position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 139 Axalta shares in Q4 2018, an estimated $4K.
TrueWealth LLC first reported a position in Axalta in Q4 2017 and held it in 4 quarters.
TrueWealth LLC's Axalta position peaked at $4K in Q3 2018.
318 funds tracked by Wall St. Rank held Axalta as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.