Wellington Management Group
AXIA

Wellington Management Group’s AXIA Energia AXIA Stock Holding History

Wellington Management Group’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
2024
Q2 		– Sell
-112,768
Closed -$746K – 1905
2024
Q1 		$746K Buy
+112,768
New +$765K ﹤0.01% 1746

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBL
Beck Bode LLC Dedham, Massachusetts $591M AUM 37.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group's AXIA Position: Q2 2024 in Review

Wellington Management Group sold out of AXIA Energia (AXIA) in Q2 2024, closing a stake of 112,768 shares — an estimated $746K sold.

Wellington Management Group first reported a position in AXIA in Q1 2024 and held it in 1 quarter. The position peaked at $746K in Q1 2024. 110 funds tracked by Wall St. Rank hold AXIA as of Q2 2024.

  • Wellington Management Group reported no remaining AXIA Energia position as of Q2 2024 after selling out during the quarter.
  • Wellington Management Group sold 112,768 AXIA Energia shares in Q2 2024, an estimated $746K.
  • Wellington Management Group first reported a position in AXIA Energia in Q1 2024 and held it in 1 quarter.
  • Wellington Management Group's AXIA Energia position peaked at $746K in Q1 2024.
  • 110 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2024.

Based on Wellington Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.