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AE Wealth Management’s AXT Inc AXTI Stock Holding History

AE Wealth Management’s Portfolio AXTI Stock Details AXTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,462
Closed -$34.7K – 1203
2023
Q4 		$34.7K Sell
13,462
-2
-0% -$4 ﹤0.01% 1995
2023
Q3 		$32.3K Buy
13,464
+53
+0.4% +$140 ﹤0.01% 1893
2023
Q2 		$46.1K Buy
13,411
+2
+0% +$7 ﹤0.01% 1841
2023
Q1 		$53.4K Sell
13,409
-197
-1% -$957 ﹤0.01% 1812
2022
Q4 		$59.6K Buy
13,606
+191
+1% +$931 ﹤0.01% 1747
2022
Q3 		$90K Buy
13,415
+49
+0.4% +$385 ﹤0.01% 1660
2022
Q2 		$78K Buy
+13,366
New +$78.7K ﹤0.01% 1655
2021
Q1 		– Sell
-19,419
Closed -$186K – 1482
2020
Q4 		$186K Hold
19,419
– – ﹤0.01% 1280
2020
Q3 		$119K Buy
19,419
+500
+3% +$2.54K ﹤0.01% 1202
2020
Q2 		$90K Buy
+18,919
New +$89.1K ﹤0.01% 1198

Other funds holding AXTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's AXTI Position: Q1 2024 in Review

AE Wealth Management sold out of AXT Inc (AXTI) in Q1 2024, closing a stake of 13,462 shares — an estimated $34.7K sold.

AE Wealth Management first reported a position in AXTI in Q2 2020 and held it in 10 quarters. The position peaked at $186K in Q4 2020. 97 funds tracked by Wall St. Rank hold AXTI as of Q1 2024.

  • AE Wealth Management reported no remaining AXT Inc position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,462 AXT Inc shares in Q1 2024, an estimated $34.7K.
  • AE Wealth Management first reported a position in AXT Inc in Q2 2020 and held it in 10 quarters.
  • AE Wealth Management's AXT Inc position peaked at $186K in Q4 2020.
  • 97 funds tracked by Wall St. Rank held AXT Inc as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.