WAM
AXIA

Wealthspire Advisors (Maryland)’s AXIA Energia AXIA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-90
Closed -$1K – 883
2019
Q1 		$1K Hold
90
– – ﹤0.01% 2322
2018
Q4 		$0 Hold
90
– – ﹤0.01% 2460
2018
Q3 		$0 Buy
+90
New +$287 ﹤0.01% 2411

Other funds holding AXIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AXIA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of AXIA Energia (AXIA) in Q2 2019, closing a stake of 90 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AXIA in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 77 funds tracked by Wall St. Rank hold AXIA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AXIA Energia position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 90 AXIA Energia shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in AXIA Energia in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s AXIA Energia position peaked at $1K in Q1 2019.
  • 77 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.