Avior Wealth Management’s Axogen AXGN Stock Holding History

Avior Wealth Management’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$4.94K	–	862
2024 Q4	$4.94K	Hold	300	–	–	﹤0.01%	1857
2024 Q3	$4.21K	Hold	300	–	–	﹤0.01%	1836
2024 Q2	$2.17K	Sell	300 -8	-3%	-$55	﹤0.01%	1931
2024 Q1	$2.48K	Buy	308 +8	+3%	+$72	﹤0.01%	2240
2023 Q4	$2.05K	Hold	300	–	–	﹤0.01%	1300
2023 Q3	$1.5K	Hold	300	–	–	﹤0.01%	1411
2023 Q2	$2.74K	Hold	300	–	–	﹤0.01%	1319
2023 Q1	$2.83K	Hold	300	–	–	﹤0.01%	1352
2022 Q4	$2.99K	Hold	300	–	–	﹤0.01%	1015
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	975
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	932
2022 Q1	$2K	Hold	300	–	–	﹤0.01%	970
2021 Q4	$2K	Sell	300 -300	-50%	-$3.6K	﹤0.01%	960
2021 Q3	$9K	Buy	+600	New	+$10.8K	﹤0.01%	772

Other funds holding AXGN

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avior Wealth Management's AXGN Position: Q1 2025 in Review

Avior Wealth Management sold out of Axogen (AXGN) in Q1 2025, closing a stake of 300 shares — an estimated $4.94K sold.

Avior Wealth Management first reported a position in AXGN in Q3 2021 and held it in 14 quarters. The position peaked at $9K in Q3 2021. 181 funds tracked by Wall St. Rank hold AXGN as of Q1 2025.

Avior Wealth Management reported no remaining Axogen position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 300 Axogen shares in Q1 2025, an estimated $4.94K.
Avior Wealth Management first reported a position in Axogen in Q3 2021 and held it in 14 quarters.
Avior Wealth Management's Axogen position peaked at $9K in Q3 2021.
181 funds tracked by Wall St. Rank held Axogen as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.