Axxcess Wealth Management’s Axonics, Inc. Common Stock AXNX Stock Holding History

Axxcess Wealth Management’s Portfolio AXNX Stock Details AXNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,075	Closed	-$693K	–	696
2022 Q4	$693K	Sell	11,075 -9,018	-45%	-$598K	0.06%	295
2022 Q3	$1.42M	Buy	20,093 +2,000	+11%	+$138K	0.13%	153
2022 Q2	$1.02M	Hold	18,093	–	–	0.09%	185
2022 Q1	$1.13M	Buy	18,093 +4,584	+34%	+$247K	0.09%	198
2021 Q4	$757K	Buy	+13,509	New	+$826K	0.06%	273

Other funds holding AXNX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Axxcess Wealth Management's AXNX Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Axonics, Inc. Common Stock (AXNX) in Q1 2023, closing a stake of 11,075 shares — an estimated $693K sold.

Axxcess Wealth Management first reported a position in AXNX in Q4 2021 and held it in 5 quarters. The position peaked at $1.42M in Q3 2022. 236 funds tracked by Wall St. Rank hold AXNX as of Q1 2023.

Axxcess Wealth Management reported no remaining Axonics, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 11,075 Axonics, Inc. Common Stock shares in Q1 2023, an estimated $693K.
Axxcess Wealth Management first reported a position in Axonics, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Axxcess Wealth Management's Axonics, Inc. Common Stock position peaked at $1.42M in Q3 2022.
236 funds tracked by Wall St. Rank held Axonics, Inc. Common Stock as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.