RPWA
AXON

Regent Peak Wealth Advisors’s Axon Enterprise AXON Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-23
Closed -$3K – 221
2020
Q4 		$3K Buy
+23
New +$2.64K ﹤0.01% 729

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Regent Peak Wealth Advisors's AXON Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Axon Enterprise (AXON) in Q1 2021, closing a stake of 23 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in AXON in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 406 funds tracked by Wall St. Rank hold AXON as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Axon Enterprise position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 23 Axon Enterprise shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Axon Enterprise in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Axon Enterprise position peaked at $3K in Q4 2020.
  • 406 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.