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Wealthspire Advisors (Maryland)’s Axalta AXTA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-309
Closed -$8K – 598
2019
Q1 		$8K Buy
309
+9
+3% +$232 ﹤0.01% 1605
2018
Q4 		$7K Sell
300
-202
-40% -$5.02K ﹤0.01% 1587
2018
Q3 		$15K Sell
502
-130
-21% -$3.9K ﹤0.01% 1401
2018
Q2 		$19K Buy
632
+1
+0.2% +$31 ﹤0.01% 1323
2018
Q1 		$19K Sell
631
-1,041
-62% -$32.5K ﹤0.01% 1311
2017
Q4 		$54K Sell
1,672
-2,387
-59% -$75.6K 0.01% 967
2017
Q3 		$117K Buy
4,059
+3,664
+928% +$111K 0.01% 646
2017
Q2 		$13K Buy
395
+348
+740% +$11.1K ﹤0.01% 1423
2017
Q1 		$2K Buy
47
+26
+124% +$772 ﹤0.01% 1673
2016
Q4 		$1K Sell
21
-3,282
-99% -$86.4K ﹤0.01% 1621
2016
Q3 		$93K Buy
3,303
+1,013
+44% +$28.4K 0.01% 592
2016
Q2 		$61K Buy
+2,290
New +$64.9K 0.01% 679

Other funds holding AXTA

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Axalta (AXTA) in Q2 2019, closing a stake of 309 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in AXTA in Q2 2016 and held it in 12 quarters. The position peaked at $117K in Q3 2017. 341 funds tracked by Wall St. Rank hold AXTA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Axalta position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 309 Axalta shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Axalta in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Axalta position peaked at $117K in Q3 2017.
  • 341 funds tracked by Wall St. Rank held Axalta as of Q2 2019.

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