Global Retirement Partners’s AXT Inc AXTI Stock Holding History

Global Retirement Partners’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 Q1	–	Sell	-4,505	Closed	-$19.7K	–	3202
2022 Q4	$19.7K	Hold	4,505	–	–	﹤0.01%	1486
2022 Q3	$20K	Hold	4,505	–	–	﹤0.01%	1385
2022 Q2	$26K	Hold	4,505	–	–	﹤0.01%	1237
2022 Q1	$23K	Buy	+4,505	New	+$33.9K	﹤0.01%	1297
2021 Q4	–	Sell	-4,505	Closed	-$38K	–	364
2021 Q3	$38K	Hold	4,505	–	–	﹤0.01%	943
2021 Q2	$49K	Hold	4,505	–	–	0.01%	853
2021 Q1	$53K	Hold	4,505	–	–	0.01%	769
2020 Q4	$43K	Hold	4,505	–	–	0.01%	776
2020 Q3	$28K	Hold	4,505	–	–	﹤0.01%	810
2020 Q2	$21K	Hold	4,505	–	–	﹤0.01%	881
2020 Q1	$14K	Hold	4,505	–	–	﹤0.01%	904
2019 Q4	$20K	Hold	4,505	–	–	﹤0.01%	927
2019 Q3	$16K	Hold	4,505	–	–	﹤0.01%	977
2019 Q2	$18K	Hold	4,505	–	–	﹤0.01%	935
2019 Q1	$20K	Hold	4,505	–	–	﹤0.01%	817
2018 Q4	$20K	Sell	4,505 -3,180	-41%	-$17.7K	0.01%	739
2018 Q3	$55K	Hold	7,685	–	–	0.01%	532
2018 Q2	$54K	Hold	7,685	–	–	0.01%	522
2018 Q1	$56K	Hold	7,685	–	–	0.02%	495
2017 Q4	$67K	Buy	+7,685	New	+$70.2K	0.02%	435

Other funds holding AXTI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

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

FWSM

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

PRCP

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

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

Global Retirement Partners's AXTI Position: Q1 2023 in Review

Global Retirement Partners sold out of AXT Inc (AXTI) in Q1 2023, closing a stake of 4,505 shares — an estimated $19.7K sold.

Global Retirement Partners first reported a position in AXTI in Q4 2017 and held it in 20 quarters. The position peaked at $67K in Q4 2017. 102 funds tracked by Wall St. Rank hold AXTI as of Q1 2023.

Global Retirement Partners reported no remaining AXT Inc position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 4,505 AXT Inc shares in Q1 2023, an estimated $19.7K.
Global Retirement Partners first reported a position in AXT Inc in Q4 2017 and held it in 20 quarters.
Global Retirement Partners's AXT Inc position peaked at $67K in Q4 2017.
102 funds tracked by Wall St. Rank held AXT Inc as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.