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WealthShield Partners’s AXIS Capital AXS Stock Holding History

WealthShield 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
-302
Closed -$15K – 791
2021
Q1 		$15K Buy
+302
New +$15.1K ﹤0.01% 719

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SPC
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BlackRock
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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

WealthShield Partners's AXS Position: Q2 2021 in Review

WealthShield Partners sold out of AXIS Capital (AXS) in Q2 2021, closing a stake of 302 shares — an estimated $15K sold.

WealthShield Partners first reported a position in AXS in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 231 funds tracked by Wall St. Rank hold AXS as of Q2 2021.

  • WealthShield Partners reported no remaining AXIS Capital position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 302 AXIS Capital shares in Q2 2021, an estimated $15K.
  • WealthShield Partners first reported a position in AXIS Capital in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's AXIS Capital position peaked at $15K in Q1 2021.
  • 231 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.