AWM
AFIB

Axxcess Wealth Management’s Acutus Medical Inc AFIB Stock Holding History

Axxcess Wealth Management’s Portfolio AFIB Stock Details AFIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,000
Closed -$17.4K – 951
2023
Q3 		$17.4K Hold
25,000
– – ﹤0.01% 793
2023
Q2 		$22.2K Hold
25,000
– – ﹤0.01% 582
2023
Q1 		$18.9K Buy
+25,000
New +$32.6K ﹤0.01% 629

Other funds holding AFIB

DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Axxcess Wealth Management's AFIB Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Acutus Medical Inc (AFIB) in Q4 2023, closing a stake of 25,000 shares — an estimated $17.4K sold.

Axxcess Wealth Management first reported a position in AFIB in Q1 2023 and held it in 3 quarters. The position peaked at $22.2K in Q2 2023. 29 funds tracked by Wall St. Rank hold AFIB as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Acutus Medical Inc position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 25,000 Acutus Medical Inc shares in Q4 2023, an estimated $17.4K.
  • Axxcess Wealth Management first reported a position in Acutus Medical Inc in Q1 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's Acutus Medical Inc position peaked at $22.2K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Acutus Medical Inc as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.