Castleview Partners’s AXIL Brands AXIL Stock Holding History

Castleview Partners’s Portfolio AXIL Stock Details AXIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-880	Closed	-$6.7K	–	946
2024 Q2	$6.7K	Hold	880	–	–	﹤0.01%	585
2024 Q1	$11.2K	Buy	+880	New	+$11.1K	0.01%	532

Other funds holding AXIL

DWM

Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Castleview Partners's AXIL Position: Q3 2024 in Review

Castleview Partners sold out of AXIL Brands (AXIL) in Q3 2024, closing a stake of 880 shares — an estimated $6.7K sold.

Castleview Partners first reported a position in AXIL in Q1 2024 and held it in 2 quarters. The position peaked at $11.2K in Q1 2024. 10 funds tracked by Wall St. Rank hold AXIL as of Q3 2024.

Castleview Partners reported no remaining AXIL Brands position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 880 AXIL Brands shares in Q3 2024, an estimated $6.7K.
Castleview Partners first reported a position in AXIL Brands in Q1 2024 and held it in 2 quarters.
Castleview Partners's AXIL Brands position peaked at $11.2K in Q1 2024.
10 funds tracked by Wall St. Rank held AXIL Brands as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.