YIH
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Y-Intercept (HK)’s Patria Investments PAX Stock Holding History

Y-Intercept (HK)’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
160,061
+65,086
+69% +$776K 0.03% 782
2026
Q1 		$1.2M Buy
+94,975
New +$1.34M 0.02% 949
2025
Q1 		– Sell
-13,548
Closed -$158K – 1511
2024
Q4 		$158K Sell
13,548
-32,409
-71% -$383K 0.01% 1073
2024
Q3 		$513K Sell
45,957
-74,332
-62% -$882K 0.03% 762
2024
Q2 		$1.45M Buy
120,289
+108,395
+911% +$1.43M 0.08% 349
2024
Q1 		$177K Buy
+11,894
New +$174K 0.01% 1186

Other funds holding PAX

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM