W
AXA

WealthStone’s AXA ADS (1 ORD SHS) AXA Stock Holding History

WealthStone’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-75
Closed -$1.96K – 699
2019
Q2 		$1.96K Buy
+75
New +$1.96K ﹤0.01% 534

Other funds holding AXA

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
ZAM
Zevin Asset Management Boston, Massachusetts $723M AUM 15.62% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

WealthStone's AXA Position: Q3 2019 in Review

WealthStone sold out of AXA ADS (1 ORD SHS) (AXA) in Q3 2019, closing a stake of 75 shares — an estimated $1.96K sold.

WealthStone first reported a position in AXA in Q2 2019 and held it in 1 quarter. The position peaked at $1.96K in Q2 2019. 21 funds tracked by Wall St. Rank hold AXA as of Q3 2019.

  • WealthStone reported no remaining AXA ADS (1 ORD SHS) position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 75 AXA ADS (1 ORD SHS) shares in Q3 2019, an estimated $1.96K.
  • WealthStone first reported a position in AXA ADS (1 ORD SHS) in Q2 2019 and held it in 1 quarter.
  • WealthStone's AXA ADS (1 ORD SHS) position peaked at $1.96K in Q2 2019.
  • 21 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.