SWP
AXON

Strategic Wealth Partners’s Axon Enterprise AXON Stock Holding History

Strategic Wealth Partners’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
2023
Q3 		– Sell
-1,844
Closed -$360K – 285
2023
Q2 		$360K Sell
1,844
-97
-5% -$20.1K 0.05% 227
2023
Q1 		$436K Sell
1,941
-1,411
-42% -$281K 0.07% 186
2022
Q4 		$556K Buy
3,352
+458
+16% +$72.4K 0.1% 163
2022
Q3 		$335K Sell
2,894
-163
-5% -$18.5K 0.07% 208
2022
Q2 		$285K Buy
+3,057
New +$323K 0.06% 201

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Strategic Wealth Partners's AXON Position: Q3 2023 in Review

Strategic Wealth Partners sold out of Axon Enterprise (AXON) in Q3 2023, closing a stake of 1,844 shares — an estimated $360K sold.

Strategic Wealth Partners first reported a position in AXON in Q2 2022 and held it in 5 quarters. The position peaked at $556K in Q4 2022. 591 funds tracked by Wall St. Rank hold AXON as of Q3 2023.

  • Strategic Wealth Partners reported no remaining Axon Enterprise position as of Q3 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,844 Axon Enterprise shares in Q3 2023, an estimated $360K.
  • Strategic Wealth Partners first reported a position in Axon Enterprise in Q2 2022 and held it in 5 quarters.
  • Strategic Wealth Partners's Axon Enterprise position peaked at $556K in Q4 2022.
  • 591 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2023.

Based on Strategic Wealth Partners's 13F filing for Q3 2023, filed 20 May 2024.