CM Wealth Advisors’s Axogen AXGN Stock Holding History

CM Wealth Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28,759	Closed	-$264K	–	184
2023 Q1	$264K	Buy	+28,759	New	+$263K	0.05%	335

Other funds holding AXGN

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CM Wealth Advisors's AXGN Position: Q2 2023 in Review

CM Wealth Advisors sold out of Axogen (AXGN) in Q2 2023, closing a stake of 28,759 shares — an estimated $264K sold.

CM Wealth Advisors first reported a position in AXGN in Q1 2023 and held it in 1 quarter. The position peaked at $264K in Q1 2023. 134 funds tracked by Wall St. Rank hold AXGN as of Q2 2023.

CM Wealth Advisors reported no remaining Axogen position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 28,759 Axogen shares in Q2 2023, an estimated $264K.
CM Wealth Advisors first reported a position in Axogen in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Axogen position peaked at $264K in Q1 2023.
134 funds tracked by Wall St. Rank held Axogen as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.