Wealthcare Advisory Partners’s AXIS Capital AXS Stock Holding History

Wealthcare Advisory Partners’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	-77	Closed	-$4K	–	656
2021 Q1	$4K	Buy	+77	New	+$3.86K	﹤0.01%	1682
2020 Q2	–	Sell	-77	Closed	-$3K	–	395
2020 Q1	$3K	Hold	77	–	–	﹤0.01%	1205
2019 Q4	$5K	Hold	77	–	–	﹤0.01%	1091
2019 Q3	$5K	Hold	77	–	–	﹤0.01%	1062
2019 Q2	$5K	Hold	77	–	–	﹤0.01%	1044
2019 Q1	$4K	Hold	77	–	–	﹤0.01%	989
2018 Q4	$4K	Hold	77	–	–	﹤0.01%	963
2018 Q3	$4K	Hold	77	–	–	﹤0.01%	1017
2018 Q2	$4K	Hold	77	–	–	﹤0.01%	1007
2018 Q1	$4K	Hold	77	–	–	﹤0.01%	854
2017 Q4	$4K	Hold	77	–	–	﹤0.01%	806
2017 Q3	$4K	Buy	+77	New	+$4.75K	﹤0.01%	668

Other funds holding AXS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SPC

Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Wealthcare Advisory Partners's AXS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of AXIS Capital (AXS) in Q2 2021, closing a stake of 77 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in AXS in Q3 2017 and held it in 12 quarters. The position peaked at $5K in Q4 2019. 232 funds tracked by Wall St. Rank hold AXS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining AXIS Capital position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 77 AXIS Capital shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in AXIS Capital in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's AXIS Capital position peaked at $5K in Q4 2019.
232 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.