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Wealthspire Advisors (Maryland)’s AXIS Capital AXS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-139
Closed -$8K – 597
2019
Q1 		$8K Buy
139
+71
+104% +$3.93K ﹤0.01% 1604
2018
Q4 		$4K Sell
68
-6
-8% -$328 ﹤0.01% 1785
2018
Q3 		$4K Sell
74
-16
-18% -$906 ﹤0.01% 1875
2018
Q2 		$5K Buy
90
+8
+10% +$457 ﹤0.01% 1768
2018
Q1 		$5K Sell
82
-11
-12% -$567 ﹤0.01% 1792
2017
Q4 		$5K Buy
93
+11
+13% +$586 ﹤0.01% 1813
2017
Q3 		$5K Sell
82
-36
-31% -$2.22K ﹤0.01% 1782
2017
Q2 		$8K Buy
118
+47
+66% +$3.06K ﹤0.01% 1603
2017
Q1 		$5K Buy
71
+43
+154% +$2.88K ﹤0.01% 1510
2016
Q4 		$2K Hold
28
– – ﹤0.01% 1534
2016
Q3 		$2K Hold
28
– – ﹤0.01% 1530
2016
Q2 		$2K Buy
28
+5
+22% +$271 ﹤0.01% 1489
2016
Q1 		$1K Sell
23
-216
-90% -$11.7K ﹤0.01% 1624
2015
Q4 		$13K Buy
+239
New +$13.2K ﹤0.01% 1109

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of AXIS Capital (AXS) in Q2 2019, closing a stake of 139 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in AXS in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q4 2015. 276 funds tracked by Wall St. Rank hold AXS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AXIS Capital position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 139 AXIS Capital shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in AXIS Capital in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s AXIS Capital position peaked at $13K in Q4 2015.
  • 276 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2019.

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