SWA
AGPU

Sax Wealth Advisors’s Axe Compute Inc AGPU Stock Holding History

Sax Wealth Advisors’s Portfolio AGPU Stock Details AGPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-491
Closed -$48.2K – 182
2023
Q1 		$48.2K Hold
491
– – 0.01% 175
2022
Q4 		$45.2K Buy
491
+133
+37% +$13.2K 0.01% 168
2022
Q3 		$39K Hold
358
– – 0.01% 157
2022
Q2 		$44K Buy
+358
New +$61.4K 0.01% 163

Other funds holding AGPU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCM
RB Capital Management Reno, Nevada $471M AUM 18.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Sax Wealth Advisors's AGPU Position: Q2 2023 in Review

Sax Wealth Advisors sold out of Axe Compute Inc (AGPU) in Q2 2023, closing a stake of 491 shares — an estimated $48.2K sold.

Sax Wealth Advisors first reported a position in AGPU in Q2 2022 and held it in 4 quarters. The position peaked at $48.2K in Q1 2023. 13 funds tracked by Wall St. Rank hold AGPU as of Q2 2023.

  • Sax Wealth Advisors reported no remaining Axe Compute Inc position as of Q2 2023 after selling out during the quarter.
  • Sax Wealth Advisors sold 491 Axe Compute Inc shares in Q2 2023, an estimated $48.2K.
  • Sax Wealth Advisors first reported a position in Axe Compute Inc in Q2 2022 and held it in 4 quarters.
  • Sax Wealth Advisors's Axe Compute Inc position peaked at $48.2K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Axe Compute Inc as of Q2 2023.

Based on Sax Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.