Beta Wealth Group’s Axonics, Inc. Common Stock AXNX Stock Holding History

Beta Wealth Group’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
2024 Q1	–	Sell	-3,875	Closed	-$241K	–	109
2023 Q4	$241K	Hold	3,875	–	–	0.13%	92
2023 Q3	$217K	Buy	+3,875	New	+$218K	0.13%	94
2023 Q2	–	Sell	-3,875	Closed	-$211K	–	107
2023 Q1	$211K	Hold	3,875	–	–	0.12%	98
2022 Q4	$242K	Hold	3,875	–	–	0.16%	88
2022 Q3	$273K	Hold	3,875	–	–	0.2%	74
2022 Q2	$220K	Hold	3,875	–	–	0.15%	81
2022 Q1	$243K	Hold	3,875	–	–	0.16%	82
2021 Q4	$252K	Hold	3,875	–	–	0.18%	53
2021 Q3	$252K	Hold	3,875	–	–	0.18%	53
2021 Q2	$246K	Buy	+3,875	New	+$229K	0.17%	55

Other funds holding AXNX

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

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

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Beta Wealth Group's AXNX Position: Q1 2024 in Review

Beta Wealth Group sold out of Axonics, Inc. Common Stock (AXNX) in Q1 2024, closing a stake of 3,875 shares — an estimated $241K sold.

Beta Wealth Group first reported a position in AXNX in Q2 2021 and held it in 10 quarters. The position peaked at $273K in Q3 2022. 235 funds tracked by Wall St. Rank hold AXNX as of Q1 2024.

Beta Wealth Group reported no remaining Axonics, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Beta Wealth Group sold 3,875 Axonics, Inc. Common Stock shares in Q1 2024, an estimated $241K.
Beta Wealth Group first reported a position in Axonics, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
Beta Wealth Group's Axonics, Inc. Common Stock position peaked at $273K in Q3 2022.
235 funds tracked by Wall St. Rank held Axonics, Inc. Common Stock as of Q1 2024.

Based on Beta Wealth Group's 13F filing for Q1 2024, filed 15 May 2024.