Marcum Wealth’s Accelerate Diagnostics AXDX Stock Holding History

Marcum Wealth’s Portfolio AXDX Stock Details AXDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,175	Closed	-$15.2K	–	388
2023 Q1	$15.2K	Hold	2,175	–	–	﹤0.01%	366
2022 Q4	$15.4K	Hold	2,175	–	–	﹤0.01%	352
2022 Q3	$33K	Hold	2,175	–	–	0.01%	320
2022 Q2	$22K	Hold	2,175	–	–	﹤0.01%	320
2022 Q1	$31K	Hold	2,175	–	–	﹤0.01%	338
2021 Q4	$114K	Hold	2,175	–	–	0.02%	329
2021 Q3	$127K	Hold	2,175	–	–	0.02%	315
2021 Q2	$175K	Hold	2,175	–	–	0.03%	285
2021 Q1	$181K	Sell	2,175 -20	-0.9%	-$2.03K	0.03%	283
2020 Q4	$166K	Hold	2,195	–	–	0.04%	143
2020 Q3	$234K	Hold	2,195	–	–	0.07%	99
2020 Q2	$333K	Hold	2,195	–	–	0.1%	81
2020 Q1	$183K	Sell	2,195 -50	-2%	-$7.04K	0.07%	88
2019 Q4	$379K	Buy	+2,245	New	+$371K	0.14%	66

Other funds holding AXDX

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

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

Birchview Capital Burlington, Vermont $214M AUM 185.33% 1-Year Est. Return

OIM

Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CIA

Cladis Investment Advisory Billings, Montana $214M AUM 45.87% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marcum Wealth's AXDX Position: Q2 2023 in Review

Marcum Wealth sold out of Accelerate Diagnostics (AXDX) in Q2 2023, closing a stake of 2,175 shares — an estimated $15.2K sold.

Marcum Wealth first reported a position in AXDX in Q4 2019 and held it in 14 quarters. The position peaked at $379K in Q4 2019. 51 funds tracked by Wall St. Rank hold AXDX as of Q2 2023.

Marcum Wealth reported no remaining Accelerate Diagnostics position as of Q2 2023 after selling out during the quarter.
Marcum Wealth sold 2,175 Accelerate Diagnostics shares in Q2 2023, an estimated $15.2K.
Marcum Wealth first reported a position in Accelerate Diagnostics in Q4 2019 and held it in 14 quarters.
Marcum Wealth's Accelerate Diagnostics position peaked at $379K in Q4 2019.
51 funds tracked by Wall St. Rank held Accelerate Diagnostics as of Q2 2023.

Based on Marcum Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.