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Affinity Investment Advisors’s Axos Financial AX Stock Holding History

Affinity Investment Advisors’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
2024
Q1 		– Sell
-11,562
Closed -$631K – 133
2023
Q4 		$631K Buy
+11,562
New +$483K 0.43% 71
2021
Q3 		– Sell
-22,016
Closed -$1.02M – 171
2021
Q2 		$1.02M Sell
22,016
-10
-0% -$467 0.46% 76
2021
Q1 		$1.03M Hold
22,026
– – 0.38% 79
2020
Q4 		$827K Buy
+22,026
New +$696K 0.33% 85

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Affinity Investment Advisors's AX Position: Q1 2024 in Review

Affinity Investment Advisors sold out of Axos Financial (AX) in Q1 2024, closing a stake of 11,562 shares — an estimated $631K sold.

Affinity Investment Advisors first reported a position in AX in Q4 2020 and held it in 4 quarters. The position peaked at $1.03M in Q1 2021. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Affinity Investment Advisors reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 11,562 Axos Financial shares in Q1 2024, an estimated $631K.
  • Affinity Investment Advisors first reported a position in Axos Financial in Q4 2020 and held it in 4 quarters.
  • Affinity Investment Advisors's Axos Financial position peaked at $1.03M in Q1 2021.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.