WealthPLAN Partners’s Axon Enterprise AXON Stock Holding History

WealthPLAN 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	-157	Closed	-$30.6K	–	368
2023 Q2	$30.6K	Hold	157	–	–	﹤0.01%	600
2023 Q1	$35.3K	Buy	+157	New	+$31.2K	﹤0.01%	620
2021 Q4	–	Sell	-14,157	Closed	-$2.18M	–	382
2021 Q3	$2.18M	Buy	14,157 +57	+0.4%	+$10.4K	0.14%	114
2021 Q2	$2.6M	Hold	14,100	–	–	0.18%	94
2021 Q1	$2.01M	Buy	14,100 +100	+0.7%	+$15.6K	0.16%	100
2020 Q4	$2.46M	Sell	14,000 -21,000	-60%	-$2.41M	0.21%	85
2020 Q3	$4.13M	Hold	35,000	–	–	0.4%	70
2020 Q2	$2.81M	Hold	35,000	–	–	0.29%	78
2020 Q1	$2.65M	Buy	35,000 +25,000	+250%	+$1.87M	0.34%	71
2019 Q4	$880K	Hold	10,000	–	–	0.1%	116
2019 Q3	$647K	Hold	10,000	–	–	0.09%	134
2019 Q2	$588K	Hold	10,000	–	–	0.09%	137
2019 Q1	$654K	Hold	10,000	–	–	0.1%	131
2018 Q4	$554K	Hold	10,000	–	–	0.09%	141
2018 Q3	$452K	Hold	10,000	–	–	0.08%	155
2018 Q2	$632K	Hold	10,000	–	–	0.13%	126
2018 Q1	$393K	Hold	10,000	–	–	0.09%	163
2017 Q4	$265K	Hold	10,000	–	–	0.07%	169
2017 Q3	$227K	Hold	10,000	–	–	0.06%	169
2017 Q2	$251K	Buy	+10,000	New	+$245K	0.07%	150
2016 Q3	$61.9K	Buy	2,610 +110	+4%	+$3.05K	0.02%	301
2016 Q2	$62.2K	Buy	+2,500	New	+$51.7K	0.01%	810
2015 Q4	$43.2K	Buy	+2,500	New	+$50K	0.01%	668

Other funds holding AXON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

WealthPLAN Partners's AXON Position: Q3 2023 in Review

WealthPLAN Partners sold out of Axon Enterprise (AXON) in Q3 2023, closing a stake of 157 shares — an estimated $30.6K sold.

WealthPLAN Partners first reported a position in AXON in Q4 2015 and held it in 23 quarters. The position peaked at $4.13M in Q3 2020. 591 funds tracked by Wall St. Rank hold AXON as of Q3 2023.

WealthPLAN Partners reported no remaining Axon Enterprise position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 157 Axon Enterprise shares in Q3 2023, an estimated $30.6K.
WealthPLAN Partners first reported a position in Axon Enterprise in Q4 2015 and held it in 23 quarters.
WealthPLAN Partners's Axon Enterprise position peaked at $4.13M in Q3 2020.
591 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.