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Wealth Enhancement Advisory Services’s
AXIS Capital
AXS
Stock Holding History
Wealth Enhancement Advisory Services’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
2026
Q1
$7.34M
Buy
78,688
+14,897
+23%
+$1.53M
0.02%
715
2025
Q4
$6.55M
Buy
63,791
+18,168
+40%
+$1.8M
0.01%
887
2025
Q3
$4.4M
Sell
45,623
-2,204
-5%
-$213K
0.01%
1013
2025
Q2
$4.74M
Buy
47,827
+10,161
+27%
+$1.01M
0.01%
920
2025
Q1
$3.78M
Buy
37,666
+10,008
+36%
+$924K
0.01%
930
2024
Q4
$2.45M
Buy
27,658
+10,393
+60%
+$890K
﹤0.01%
1071
2024
Q3
$1.37M
Buy
17,265
+7,205
+72%
+$539K
﹤0.01%
1238
2024
Q2
$711K
Buy
10,060
+3,463
+52%
+$235K
﹤0.01%
1438
2024
Q1
$429K
Buy
6,597
+137
+2%
+$8.2K
﹤0.01%
1680
2023
Q4
$358K
Sell
6,460
-58
-0.9%
-$3.23K
﹤0.01%
1709
2023
Q3
$367K
Buy
+6,518
New
+$360K
﹤0.01%
1615
2022
Q4
–
Sell
-27,163
Closed
-$1.35M
–
321
2022
Q3
$1.35M
Buy
+27,163
New
+$1.44M
0.02%
208
2021
Q4
–
Sell
-77,939
Closed
-$4.09M
–
299
2021
Q3
$4.09M
Buy
+77,939
New
+$3.87M
0.06%
116
Other funds holding AXS
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
AGA
Altrinsic Global Advisors
Stamford, Connecticut
$2.79B AUM
7.25%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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