Aberdeen Group
AX icon

Aberdeen Group’s Axos Financial AX Stock Holding History

Aberdeen Group’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
2022
Q4 		– Sell
-405,000
Closed -$13.9M – 914
2022
Q3 		$13.9M Sell
405,000
-369,351
-48% -$14.9M 0.04% 379
2022
Q2 		$28.3M Sell
774,351
-37,708
-5% -$1.45M 0.09% 240
2022
Q1 		$37.9M Buy
812,059
+212,060
+35% +$11.2M 0.1% 217
2021
Q4 		$33.5M Buy
+599,999
New +$33.6M 0.07% 254

Other funds holding AX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Aberdeen Group's AX Position: Q4 2022 in Review

Aberdeen Group sold out of Axos Financial (AX) in Q4 2022, closing a stake of 405,000 shares — an estimated $13.9M sold.

Aberdeen Group first reported a position in AX in Q4 2021 and held it in 4 quarters. The position peaked at $37.9M in Q1 2022. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Aberdeen Group reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Aberdeen Group sold 405,000 Axos Financial shares in Q4 2022, an estimated $13.9M.
  • Aberdeen Group first reported a position in Axos Financial in Q4 2021 and held it in 4 quarters.
  • Aberdeen Group's Axos Financial position peaked at $37.9M in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Aberdeen Group's 13F filing for Q4 2022, filed 10 Feb 2023.