6 Meridian’s Axos Financial AX Stock Holding History

6 Meridian’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$236K	Buy	4,214 +18	+0.4%	+$1.01K	0.02%	294
2021 Q3	$216K	Buy	+4,196	New	+$199K	0.02%	290
2021 Q2	–	Sell	-4,260	Closed	-$200K	–	392
2021 Q1	$200K	Sell	4,260 -1,217	-22%	-$54.8K	0.02%	388
2020 Q4	$206K	Buy	+5,477	New	+$173K	0.02%	280

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

6 Meridian's AX Position: Q4 2021 in Review

6 Meridian increased its Axos Financial (AX) stake by 0.43% in Q4 2021, buying an estimated $1.01K and bringing the position to 4,214 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #294.

6 Meridian first reported a position in AX in Q4 2020 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

6 Meridian held 4,214 shares of Axos Financial worth $236K as of Q4 2021.
6 Meridian bought 18 Axos Financial shares in Q4 2021, an estimated $1.01K.
Axos Financial made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #294 holding.
6 Meridian first reported a position in Axos Financial in Q4 2020 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.