WA
AXON

WFG Advisors’s Axon Enterprise AXON Stock Holding History

WFG 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
2017
Q2 		$38K Buy
+1,500
New +$36.7K 0.01% 768
2017
Q1 		– Sell
-1,750
Closed -$42K – 1491
2016
Q4 		$42K Sell
1,750
-200
-10% -$4.93K 0.01% 750
2016
Q3 		$56K Sell
1,950
-400
-17% -$11.1K 0.01% 677
2016
Q2 		$58K Sell
2,350
-15,600
-87% -$323K 0.02% 650
2016
Q1 		$352K Buy
17,950
+9,700
+118% +$166K 0.1% 211
2015
Q4 		$143K Buy
8,250
+6,200
+302% +$124K 0.04% 377
2015
Q3 		$45K Sell
2,050
-4,675
-70% -$123K 0.01% 672
2015
Q2 		$224K Sell
6,725
-30,300
-82% -$947K 0.06% 314
2015
Q1 		$893K Buy
37,025
+11,765
+47% +$299K 0.25% 88
2014
Q4 		$669K Sell
25,260
-11,350
-31% -$224K 0.14% 171
2014
Q3 		$565K Buy
36,610
+34,110
+1,364% +$483K 0.11% 227
2014
Q2 		$33K Sell
2,500
-960
-28% -$14.3K 0.01% 1062
2014
Q1 		$63K Buy
3,460
+809
+31% +$14.5K 0.01% 807
2013
Q4 		$42K Sell
2,651
-20
-0.7% -$325 0.01% 1064
2013
Q3 		$40K Sell
2,671
-33
-1% -$354 0.01% 1010
2013
Q2 		$23K Buy
+2,704
New +$23.6K ﹤0.01% 1154

Other funds holding AXON

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WFG Advisors's AXON Position: Q2 2017 in Review

WFG Advisors opened a new position in Axon Enterprise (AXON) in Q2 2017: 1,500 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: WFG Advisors previously reported a position in AXON as recently as Q4 2016.

WFG Advisors first reported a position in AXON in Q2 2013 and has held it in 16 quarters since. The position peaked at $893K in Q1 2015. 195 funds tracked by Wall St. Rank hold AXON as of Q2 2017.

  • WFG Advisors held 1,500 shares of Axon Enterprise worth $38K as of Q2 2017.
  • Axon Enterprise was a new WFG Advisors position in Q2 2017.
  • Axon Enterprise made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #768 holding.
  • WFG Advisors first reported a position in Axon Enterprise in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Axon Enterprise position peaked at $893K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.