CWM
AXON

Concert Wealth Management’s Axon Enterprise AXON Stock Holding History

Concert Wealth Management’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-39,694
Closed -$957K – 172
2017
Q1 		$957K Sell
39,694
-2
-0% -$49 0.22% 135
2016
Q4 		$957K Sell
39,696
-388
-1% -$9.57K 0.21% 135
2016
Q3 		$1.15M Sell
40,084
-163
-0.4% -$4.53K 0.14% 185
2016
Q2 		$990K Sell
40,247
-49
-0.1% -$1.01K 0.13% 210
2016
Q1 		$795K Buy
40,296
+4,418
+12% +$75.8K 0.11% 244
2015
Q4 		$617K Buy
+35,878
New +$718K 0.08% 314

Other funds holding AXON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Concert Wealth Management's AXON Position: Q2 2017 in Review

Concert Wealth Management sold out of Axon Enterprise (AXON) in Q2 2017, closing a stake of 39,694 shares — an estimated $957K sold.

Concert Wealth Management first reported a position in AXON in Q4 2015 and held it in 6 quarters. The position peaked at $1.15M in Q3 2016. 195 funds tracked by Wall St. Rank hold AXON as of Q2 2017.

  • Concert Wealth Management reported no remaining Axon Enterprise position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 39,694 Axon Enterprise shares in Q2 2017, an estimated $957K.
  • Concert Wealth Management first reported a position in Axon Enterprise in Q4 2015 and held it in 6 quarters.
  • Concert Wealth Management's Axon Enterprise position peaked at $1.15M in Q3 2016.
  • 195 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.