BWM
AXNX

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

BerganKDV 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
2021
Q3 		– Sell
-75
Closed -$5K – 1108
2021
Q2 		$5K Hold
75
– – ﹤0.01% 713
2021
Q1 		$4K Hold
75
– – ﹤0.01% 712
2020
Q4 		$4K Hold
75
– – ﹤0.01% 710
2020
Q3 		$4K Hold
75
– – ﹤0.01% 620
2020
Q2 		$3K Hold
75
– – ﹤0.01% 724
2020
Q1 		$2K Buy
+75
New +$2.23K ﹤0.01% 763

Other funds holding AXNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BerganKDV Wealth Management's AXNX Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Axonics, Inc. Common Stock (AXNX) in Q3 2021, closing a stake of 75 shares — an estimated $5K sold.

BerganKDV Wealth Management first reported a position in AXNX in Q1 2020 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 187 funds tracked by Wall St. Rank hold AXNX as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Axonics, Inc. Common Stock position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 75 Axonics, Inc. Common Stock shares in Q3 2021, an estimated $5K.
  • BerganKDV Wealth Management first reported a position in Axonics, Inc. Common Stock in Q1 2020 and held it in 6 quarters.
  • BerganKDV Wealth Management's Axonics, Inc. Common Stock position peaked at $5K in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Axonics, Inc. Common Stock as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.