Carson Wealth (CWM LLC)
AXTI icon

Carson Wealth (CWM LLC)’s AXT Inc AXTI Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-241
Closed -$1K – 4130
2023
Q3 		$1K Buy
241
+207
+609% +$547 ﹤0.01% 3925
2023
Q2 		$0 Sell
34
-142
-81% -$479 ﹤0.01% 4171
2023
Q1 		$1K Hold
176
– – ﹤0.01% 3771
2022
Q4 		$1K Buy
+176
New +$858 ﹤0.01% 3691

Other funds holding AXTI

FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AXTI Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of AXT Inc (AXTI) in Q4 2023, closing a stake of 241 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in AXTI in Q4 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2023. 89 funds tracked by Wall St. Rank hold AXTI as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining AXT Inc position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 241 AXT Inc shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AXT Inc in Q4 2022 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s AXT Inc position peaked at $1K in Q3 2023.
  • 89 funds tracked by Wall St. Rank held AXT Inc as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.