BWA
AXTI icon

Bordeaux Wealth Advisors’s AXT Inc AXTI Stock Holding History

Bordeaux 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
2021
Q1 		– Sell
-90,959
Closed -$870K – 62
2020
Q4 		$870K Buy
+90,959
New +$731K 0.65% 22

Other funds holding AXTI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Bordeaux Wealth Advisors's AXTI Position: Q1 2021 in Review

Bordeaux Wealth Advisors sold out of AXT Inc (AXTI) in Q1 2021, closing a stake of 90,959 shares — an estimated $870K sold.

Bordeaux Wealth Advisors first reported a position in AXTI in Q4 2020 and held it in 1 quarter. The position peaked at $870K in Q4 2020. 108 funds tracked by Wall St. Rank hold AXTI as of Q1 2021.

  • Bordeaux Wealth Advisors reported no remaining AXT Inc position as of Q1 2021 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 90,959 AXT Inc shares in Q1 2021, an estimated $870K.
  • Bordeaux Wealth Advisors first reported a position in AXT Inc in Q4 2020 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's AXT Inc position peaked at $870K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held AXT Inc as of Q1 2021.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.