SFA
AXON

Souders Financial Advisors’s Axon Enterprise AXON Stock Holding History

Souders Financial 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
2024
Q2 		– Sell
-1,545
Closed -$483K – 167
2024
Q1 		$483K Sell
1,545
-228
-13% -$63.4K 0.08% 121
2023
Q4 		$458K Buy
1,773
+26
+1% +$5.86K 0.08% 121
2023
Q3 		$348K Sell
1,747
-57
-3% -$11.2K 0.07% 132
2023
Q2 		$352K Sell
1,804
-11
-0.6% -$2.28K 0.07% 125
2023
Q1 		$408K Buy
1,815
+18
+1% +$3.58K 0.09% 122
2022
Q4 		$298K Sell
1,797
-536
-23% -$84.7K 0.07% 133
2022
Q3 		$270K Buy
+2,333
New +$264K 0.07% 132

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State Street
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Sands Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return