Mount Yale Investment Advisors’s Axonics, Inc. Common Stock AXNX Stock Holding History

Mount Yale Investment Advisors’s Portfolio AXNX Stock Details AXNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,880	Closed	-$218K	–	543
2023 Q3	$218K	Sell	3,880 -121	-3%	-$6.81K	0.02%	461
2023 Q2	$202K	Buy	4,001 +207	+5%	+$11K	0.02%	462
2023 Q1	$207K	Sell	3,794 -97	-2%	-$5.67K	0.02%	457
2022 Q4	$243K	Sell	3,891 -2,762	-42%	-$183K	0.03%	396
2022 Q3	$469K	Buy	6,653 +2,258	+51%	+$156K	0.06%	276
2022 Q2	$249K	Buy	4,395 +1,056	+32%	+$57.9K	0.03%	404
2022 Q1	$209K	Buy	+3,339	New	+$180K	0.02%	443
2021 Q4	–	Sell	-3,322	Closed	-$216K	–	503
2021 Q3	$216K	Buy	3,322 +55	+2%	+$3.75K	0.02%	431
2021 Q2	$207K	Buy	+3,267	New	+$193K	0.03%	409

Other funds holding AXNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Mount Yale Investment Advisors's AXNX Position: Q4 2023 in Review

Mount Yale Investment Advisors sold out of Axonics, Inc. Common Stock (AXNX) in Q4 2023, closing a stake of 3,880 shares — an estimated $218K sold.

Mount Yale Investment Advisors first reported a position in AXNX in Q2 2021 and held it in 9 quarters. The position peaked at $469K in Q3 2022. 230 funds tracked by Wall St. Rank hold AXNX as of Q4 2023.

Mount Yale Investment Advisors reported no remaining Axonics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 3,880 Axonics, Inc. Common Stock shares in Q4 2023, an estimated $218K.
Mount Yale Investment Advisors first reported a position in Axonics, Inc. Common Stock in Q2 2021 and held it in 9 quarters.
Mount Yale Investment Advisors's Axonics, Inc. Common Stock position peaked at $469K in Q3 2022.
230 funds tracked by Wall St. Rank held Axonics, Inc. Common Stock as of Q4 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.