Valeo Financial Advisors’s AXIS Capital AXS Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-87	Closed	-$4K	–	630
2021 Q1	$4K	Buy	+87	New	+$4.36K	﹤0.01%	1602
2019 Q2	–	Sell	-90	Closed	-$5K	–	1549
2019 Q1	$5K	Sell	90 -1,105	-92%	-$61.2K	﹤0.01%	1141
2018 Q4	$62K	Sell	1,195 -705	-37%	-$38.5K	0.01%	473
2018 Q3	$106K	Buy	1,900 +1,220	+179%	+$69.1K	0.01%	385
2018 Q2	$37K	Buy	+680	New	+$38.9K	0.01%	612
2018 Q1	–	Sell	-39	Closed	-$2K	–	1538
2017 Q4	$2K	Sell	39 -100	-72%	-$5.33K	﹤0.01%	1165
2017 Q3	$8K	Buy	+139	New	+$8.58K	﹤0.01%	741

Other funds holding AXS

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return