WealthTrust Axiom LLC

Q1 2020 13F Holdings Report, Stock Holdings

Signature - Title
Albert C. Matt - Managing Director and President
Location
Wayne, PA
Holdings as of
31 Mar 2020
Value $
$203,899,000
Num holdings
197
Filing time
09 Apr 2020, 17:36:30 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IRDM, IBM, AAPL, BMY, and INTC.
Previous filing
Q4 2019 - 04 Feb 2020
Next filing
Q2 2020 - 31 Jul 2020
SEC
View on sec.gov

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Quoteable Key Fact

"WealthTrust Axiom LLC reported $203,899,000 across 197 holdings in Q1 2020."

Quick Takeaways

  • WealthTrust Axiom LLC reported 13f holdings report, stock holdings for Q1 2020.
  • Reported holdings value: $203,899,000.
  • 197 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q4 2019.
  • Value moved from $298,963,000 to $203,899,000.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 compared to 2019 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Albert C. Matt Managing Director and President Radnor, Pennsylvania 07 Apr 2020

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