LIWM
AXON

Long Island Wealth Management’s Axon Enterprise AXON Stock Holding History

Long Island 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
2024
Q1 		– Sell
-150
Closed -$39K – 105
2023
Q4 		$39K Buy
+150
New +$33.8K 0.03% 134

Other funds holding AXON

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Long Island Wealth Management's AXON Position: Q1 2024 in Review

Long Island Wealth Management sold out of Axon Enterprise (AXON) in Q1 2024, closing a stake of 150 shares — an estimated $39K sold.

Long Island Wealth Management first reported a position in AXON in Q4 2023 and held it in 1 quarter. The position peaked at $39K in Q4 2023. 750 funds tracked by Wall St. Rank hold AXON as of Q1 2024.

  • Long Island Wealth Management reported no remaining Axon Enterprise position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 150 Axon Enterprise shares in Q1 2024, an estimated $39K.
  • Long Island Wealth Management first reported a position in Axon Enterprise in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Axon Enterprise position peaked at $39K in Q4 2023.
  • 750 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.