Heritage Wealth Management (Arizona)’s Axon Enterprise AXON Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$13.3K	Buy	80 +40	+100%	+$6.32K	﹤0.01%	734
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	750
2022 Q2	$3.73K	Hold	40	–	–	﹤0.01%	811
2022 Q1	$6K	Buy	+40	New	+$5.49K	﹤0.01%	770
2021 Q3	$7K	Sell	40 -25	-38%	-$4.54K	﹤0.01%	691
2021 Q2	$11K	Sell	65 -60	-48%	-$8.83K	﹤0.01%	644
2021 Q1	$18K	Buy	+125	New	+$19.5K	0.01%	498

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AXON Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Axon Enterprise (AXON) stake by 100% in Q4 2022, buying an estimated $6.32K and bringing the position to 80 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Heritage Wealth Management (Arizona) first reported a position in AXON in Q1 2021 and has held it in 7 quarters since. The position peaked at $18K in Q1 2021. 513 funds tracked by Wall St. Rank hold AXON as of Q4 2022.

Heritage Wealth Management (Arizona) held 80 shares of Axon Enterprise worth $13.3K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 40 Axon Enterprise shares in Q4 2022, an estimated $6.32K.
Axon Enterprise made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #734 holding.
Heritage Wealth Management (Arizona) first reported a position in Axon Enterprise in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Axon Enterprise position peaked at $18K in Q1 2021.
513 funds tracked by Wall St. Rank held Axon Enterprise as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.