WJWM
AXU

Williams Jones Wealth Management’s Alexco Resource Corp AXU Stock Holding History

Williams Jones Wealth Management’s Portfolio AXU Stock Details AXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-37,125
Closed -$15K – 600
2022
Q2 		$15K Sell
37,125
-62,125
-63% -$60.4K ﹤0.01% 563
2022
Q1 		$154K Buy
99,250
+11,500
+13% +$19.1K ﹤0.01% 496
2021
Q4 		$153K Buy
+87,750
New +$159K ﹤0.01% 469

Other funds holding AXU

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Williams Jones Wealth Management's AXU Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Alexco Resource Corp (AXU) in Q3 2022, closing a stake of 37,125 shares — an estimated $15K sold.

Williams Jones Wealth Management first reported a position in AXU in Q4 2021 and held it in 3 quarters. The position peaked at $154K in Q1 2022. 2 funds tracked by Wall St. Rank hold AXU as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Alexco Resource Corp position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 37,125 Alexco Resource Corp shares in Q3 2022, an estimated $15K.
  • Williams Jones Wealth Management first reported a position in Alexco Resource Corp in Q4 2021 and held it in 3 quarters.
  • Williams Jones Wealth Management's Alexco Resource Corp position peaked at $154K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Alexco Resource Corp as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.