VFA
AXNX

Valeo Financial Advisors’s Axonics, Inc. Common Stock AXNX Stock Holding History

Valeo Financial Advisors’s Portfolio AXNX Stock Details AXNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,801
Closed -$108K – 1916
2021
Q1 		$108K Hold
1,801
– – 0.01% 591
2020
Q4 		$90K Hold
1,801
– – ﹤0.01% 603
2020
Q3 		$92K Sell
1,801
-2,911
-62% -$122K 0.01% 490
2020
Q2 		$165K Buy
4,712
+2,911
+162% +$100K 0.02% 362
2020
Q1 		$51K Hold
1,801
– – 0.01% 603
2019
Q4 		$50K Buy
1,801
+980
+119% +$23.4K ﹤0.01% 654
2019
Q3 		$22K Buy
821
+38
+5% +$1.32K ﹤0.01% 829
2019
Q2 		$32K Buy
+783
New +$22K ﹤0.01% 724

Other funds holding AXNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Valeo Financial Advisors's AXNX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Axonics, Inc. Common Stock (AXNX) in Q2 2021, closing a stake of 1,801 shares — an estimated $108K sold.

Valeo Financial Advisors first reported a position in AXNX in Q2 2019 and held it in 8 quarters. The position peaked at $165K in Q2 2020. 177 funds tracked by Wall St. Rank hold AXNX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Axonics, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,801 Axonics, Inc. Common Stock shares in Q2 2021, an estimated $108K.
  • Valeo Financial Advisors first reported a position in Axonics, Inc. Common Stock in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Axonics, Inc. Common Stock position peaked at $165K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held Axonics, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.