TSWM
AXIA

Tyler-Stone Wealth Management’s AXIA Energia AXIA Stock Holding History

Tyler-Stone Wealth Management’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
2024
Q3 		– Sell
-6,188
Closed -$31.5K – 472
2024
Q2 		$31.5K Hold
6,188
– – 0.01% 444
2024
Q1 		$40.9K Hold
6,188
– – 0.02% 395
2023
Q4 		$42.2K Hold
6,188
– – 0.02% 378
2023
Q3 		$36K Hold
6,188
– – 0.02% 383
2023
Q2 		$41K Buy
+6,188
New +$35.5K 0.02% 366

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tyler-Stone Wealth Management's AXIA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of AXIA Energia (AXIA) in Q3 2024, closing a stake of 6,188 shares — an estimated $31.5K sold.

Tyler-Stone Wealth Management first reported a position in AXIA in Q2 2023 and held it in 5 quarters. The position peaked at $42.2K in Q4 2023. 124 funds tracked by Wall St. Rank hold AXIA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining AXIA Energia position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 6,188 AXIA Energia shares in Q3 2024, an estimated $31.5K.
  • Tyler-Stone Wealth Management first reported a position in AXIA Energia in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's AXIA Energia position peaked at $42.2K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.