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Lenox Wealth Advisors’s AXT Inc AXTI Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-225
Closed -$1K – 598
2020
Q1 		$1K Hold
225
– – ﹤0.01% 655
2019
Q4 		$1K Hold
225
– – ﹤0.01% 655
2019
Q3 		$1K Buy
+225
New +$866 ﹤0.01% 558

Other funds holding AXTI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Lenox Wealth Advisors's AXTI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of AXT Inc (AXTI) in Q2 2020, closing a stake of 225 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AXTI in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 97 funds tracked by Wall St. Rank hold AXTI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining AXT Inc position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 225 AXT Inc shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in AXT Inc in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's AXT Inc position peaked at $1K in Q1 2020.
  • 97 funds tracked by Wall St. Rank held AXT Inc as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.