Security National Trust’s Axogen AXGN Stock Holding History

Security National Trust’s Portfolio AXGN Stock Details AXGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,000	Closed	-$41K	–	372
2018 Q4	$41K	Hold	2,000	–	–	0.02%	247
2018 Q3	$74K	Buy	2,000 +1,000	+100%	+$43.6K	0.02%	235
2018 Q2	$50K	Hold	1,000	–	–	0.02%	261
2018 Q1	$37K	Buy	+1,000	New	+$30.7K	0.01%	273

Other funds holding AXGN

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

EWM

Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Security National Trust's AXGN Position: Q1 2019 in Review

Security National Trust sold out of Axogen (AXGN) in Q1 2019, closing a stake of 2,000 shares — an estimated $41K sold.

Security National Trust first reported a position in AXGN in Q1 2018 and held it in 4 quarters. The position peaked at $74K in Q3 2018. 141 funds tracked by Wall St. Rank hold AXGN as of Q1 2019.

Security National Trust reported no remaining Axogen position as of Q1 2019 after selling out during the quarter.
Security National Trust sold 2,000 Axogen shares in Q1 2019, an estimated $41K.
Security National Trust first reported a position in Axogen in Q1 2018 and held it in 4 quarters.
Security National Trust's Axogen position peaked at $74K in Q3 2018.
141 funds tracked by Wall St. Rank held Axogen as of Q1 2019.

Based on Security National Trust's 13F filing for Q1 2019, filed 25 Apr 2019.