USCWA
AXGN icon

U.S. Capital Wealth Advisors’s Axogen AXGN Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-425
Closed -$4.24K – 705
2022
Q4 		$4.24K Buy
+425
New +$4.72K ﹤0.01% 1407

Other funds holding AXGN

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

U.S. Capital Wealth Advisors's AXGN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Axogen (AXGN) in Q1 2023, closing a stake of 425 shares — an estimated $4.24K sold.

U.S. Capital Wealth Advisors first reported a position in AXGN in Q4 2022 and held it in 1 quarter. The position peaked at $4.24K in Q4 2022. 130 funds tracked by Wall St. Rank hold AXGN as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Axogen position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 425 Axogen shares in Q1 2023, an estimated $4.24K.
  • U.S. Capital Wealth Advisors first reported a position in Axogen in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Axogen position peaked at $4.24K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Axogen as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.