WFA
AXIA

Wipfli Financial Advisors’s AXIA Energia AXIA Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$1K Buy
+208
New +$1.44K ﹤0.01% 2402

Other funds holding AXIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wipfli Financial Advisors's AXIA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in AXIA Energia (AXIA) in Q3 2022: 208 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2402 among its holdings.

96 funds tracked by Wall St. Rank hold AXIA as of Q3 2022.

  • Wipfli Financial Advisors held 208 shares of AXIA Energia worth $1K as of Q3 2022.
  • AXIA Energia was a new Wipfli Financial Advisors position in Q3 2022.
  • AXIA Energia made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2402 holding.
  • 96 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.