Ownership history in Keystone Wealth Services, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in AXT INC (AXTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Keystone Wealth Services, LLC outperformed the S&P 500 by +65.4% annually on this AXTI position. Timing score: 20% (1/5 decisions correct). Average cost basis: $7.64. Maximum drawdown during holding period: β84.0%.
π₯ Exceptional β beat the S&P 500 by 65.4% per year on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $3.38 (2024 Q2) Β· Worst: $8.81 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 3 trims. Bought during 1 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.31% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size