Advisornet Financial’s Axos Financial AX Stock Holding History

Advisornet Financial’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
2023 Q1	–	Sell	-12	Closed	-$459	–	2400
2022 Q4	$459	Buy	+12	New	+$457	﹤0.01%	2054
2020 Q3	–	Sell	-100	Closed	-$2K	–	1725
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1569
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1554
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	1612
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	1619
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1450
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1364
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1294
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	1318
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	1303
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	1235
2017 Q4	$3K	Buy	+100	New	+$2.72K	﹤0.01%	1143

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

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

Advisornet Financial's AX Position: Q1 2023 in Review

Advisornet Financial sold out of Axos Financial (AX) in Q1 2023, closing a stake of 12 shares — an estimated $459 sold.

Advisornet Financial first reported a position in AX in Q4 2017 and held it in 12 quarters. The position peaked at $4K in Q2 2018. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

Advisornet Financial reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
Advisornet Financial sold 12 Axos Financial shares in Q1 2023, an estimated $459.
Advisornet Financial first reported a position in Axos Financial in Q4 2017 and held it in 12 quarters.
Advisornet Financial's Axos Financial position peaked at $4K in Q2 2018.
256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.