CarsonAllaria Wealth Management’s AXT Inc AXTI Stock Holding History

CarsonAllaria Wealth Management’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 Q3	–	Sell	-633	Closed	-$2.18K	–	366
2023 Q2	$2.18K	Hold	633	–	–	﹤0.01%	309
2023 Q1	$2.52K	Sell	633 -850	-57%	-$4.13K	﹤0.01%	289
2022 Q4	$6K	Hold	1,483	–	–	0.01%	220
2022 Q3	$10K	Hold	1,483	–	–	0.01%	186
2022 Q2	$9K	Hold	1,483	–	–	0.01%	194
2022 Q1	$10K	Hold	1,483	–	–	0.01%	196
2021 Q4	$13K	Buy	+1,483	New	+$12.5K	0.01%	192

Other funds holding AXTI

FWSM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

PRCP

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

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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

CarsonAllaria Wealth Management's AXTI Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of AXT Inc (AXTI) in Q3 2023, closing a stake of 633 shares — an estimated $2.18K sold.

CarsonAllaria Wealth Management first reported a position in AXTI in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 87 funds tracked by Wall St. Rank hold AXTI as of Q3 2023.

CarsonAllaria Wealth Management reported no remaining AXT Inc position as of Q3 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 633 AXT Inc shares in Q3 2023, an estimated $2.18K.
CarsonAllaria Wealth Management first reported a position in AXT Inc in Q4 2021 and held it in 7 quarters.
CarsonAllaria Wealth Management's AXT Inc position peaked at $13K in Q4 2021.
87 funds tracked by Wall St. Rank held AXT Inc as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.