B. Riley Wealth Advisors’s AXT Inc AXTI Stock Holding History

B. Riley Wealth Advisors’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
2023 Q1	–	Sell	-12,895	Closed	-$56.5K	–	1526
2022 Q4	$56.5K	Sell	12,895 -4,737	-27%	-$23.1K	﹤0.01%	1406
2022 Q3	$119K	Hold	17,632	–	–	﹤0.01%	1303
2022 Q2	$104K	Hold	17,632	–	–	﹤0.01%	1121
2022 Q1	$124K	Hold	17,632	–	–	﹤0.01%	1272
2021 Q4	$156K	Buy	17,632 +1,200	+7%	+$10.1K	﹤0.01%	1302
2021 Q3	$137K	Buy	16,432 +4,690	+40%	+$43.7K	﹤0.01%	1298
2021 Q2	$129K	Buy	11,742 +100	+0.9%	+$1.06K	﹤0.01%	1285
2021 Q1	$136K	Buy	+11,642	New	+$140K	﹤0.01%	1259
2015 Q1	–	Sell	-46	Closed	–	–	683
2014 Q4	$0	Buy	+46	New	+$113	﹤0.01%	3670
2014 Q3	–	Sell	-1,037	Closed	-$2.22K	–	748
2014 Q2	$2.22K	Buy	+1,037	New	+$2.27K	﹤0.01%	2213

Other funds holding AXTI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

B. Riley Wealth Advisors's AXTI Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of AXT Inc (AXTI) in Q1 2023, closing a stake of 12,895 shares — an estimated $56.5K sold.

B. Riley Wealth Advisors first reported a position in AXTI in Q2 2014 and held it in 10 quarters. The position peaked at $156K in Q4 2021. 102 funds tracked by Wall St. Rank hold AXTI as of Q1 2023.

B. Riley Wealth Advisors reported no remaining AXT Inc position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,895 AXT Inc shares in Q1 2023, an estimated $56.5K.
B. Riley Wealth Advisors first reported a position in AXT Inc in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's AXT Inc position peaked at $156K in Q4 2021.
102 funds tracked by Wall St. Rank held AXT Inc as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.