9WM
AXON

9258 Wealth Management’s Axon Enterprise AXON Stock Holding History

9258 Wealth Management’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$318K Sell
797
-7
-0.9% -$2.41K 0.05% 268
2024
Q2 		$237K Buy
804
+13
+2% +$3.88K 0.04% 302
2024
Q1 		$247K Hold
791
– – 0.04% 289
2023
Q4 		$204K Buy
+791
New +$178K 0.04% 304

Other funds holding AXON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

9258 Wealth Management's AXON Position: Q3 2024 in Review

9258 Wealth Management reduced its Axon Enterprise (AXON) stake by 0.87% in Q3 2024, selling an estimated $2.41K and leaving 797 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #268.

9258 Wealth Management first reported a position in AXON in Q4 2023 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold AXON as of Q3 2024.

  • 9258 Wealth Management held 797 shares of Axon Enterprise worth $318K as of Q3 2024.
  • 9258 Wealth Management sold 7 Axon Enterprise shares in Q3 2024, an estimated $2.41K.
  • Axon Enterprise made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #268 holding.
  • 9258 Wealth Management first reported a position in Axon Enterprise in Q4 2023 and has held it in 4 quarters since.
  • 861 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.