Truist Financial
AXIA

Truist Financial’s AXIA Energia AXIA Stock Holding History

Truist Financial’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
Q1 		– Sell
-19,278
Closed -$121K – 2595
2022
Q4 		$121K Sell
19,278
-1,661
-8% -$11.3K ﹤0.01% 2465
2022
Q3 		$133K Buy
+20,939
New +$145K ﹤0.01% 2384
2021
Q4 		– Sell
-44,270
Closed -$249K – 2768
2021
Q3 		$249K Buy
+44,270
New +$269K ﹤0.01% 2454

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Truist Financial's AXIA Position: Q1 2023 in Review

Truist Financial sold out of AXIA Energia (AXIA) in Q1 2023, closing a stake of 19,278 shares — an estimated $121K sold.

Truist Financial first reported a position in AXIA in Q3 2021 and held it in 3 quarters. The position peaked at $249K in Q3 2021. 81 funds tracked by Wall St. Rank hold AXIA as of Q1 2023.

  • Truist Financial reported no remaining AXIA Energia position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 19,278 AXIA Energia shares in Q1 2023, an estimated $121K.
  • Truist Financial first reported a position in AXIA Energia in Q3 2021 and held it in 3 quarters.
  • Truist Financial's AXIA Energia position peaked at $249K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.