AWM
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AE Wealth Management’s Axos Financial AX Stock Holding History

AE Wealth Management’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
Q3 		– Sell
-13,735
Closed -$542K – 1953
2023
Q2 		$542K Sell
13,735
-1,025
-7% -$39.7K ﹤0.01% 1348
2023
Q1 		$545K Buy
+14,760
New +$637K ﹤0.01% 1311

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AE Wealth Management's AX Position: Q3 2023 in Review

AE Wealth Management sold out of Axos Financial (AX) in Q3 2023, closing a stake of 13,735 shares — an estimated $542K sold.

AE Wealth Management first reported a position in AX in Q1 2023 and held it in 2 quarters. The position peaked at $545K in Q1 2023. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • AE Wealth Management reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 13,735 Axos Financial shares in Q3 2023, an estimated $542K.
  • AE Wealth Management first reported a position in Axos Financial in Q1 2023 and held it in 2 quarters.
  • AE Wealth Management's Axos Financial position peaked at $545K in Q1 2023.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.