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Alpha DNA Investment Management’s Axos Financial AX Stock Holding History

Alpha DNA Investment 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
2024
Q2 		– Sell
-9,818
Closed -$531K – 206
2024
Q1 		$531K Buy
+9,818
New +$517K 0.2% 124
2023
Q3 		– Sell
-19,448
Closed -$767K – 175
2023
Q2 		$767K Sell
19,448
-8,108
-29% -$314K 0.26% 116
2023
Q1 		$1.02M Buy
+27,556
New +$1.19M 0.3% 114
2021
Q2 		– Sell
-31
Closed -$1K – 146
2021
Q1 		$1K Buy
+31
New +$1.4K ﹤0.01% 606

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Alpha DNA Investment Management's AX Position: Q2 2024 in Review

Alpha DNA Investment Management sold out of Axos Financial (AX) in Q2 2024, closing a stake of 9,818 shares — an estimated $531K sold.

Alpha DNA Investment Management first reported a position in AX in Q1 2021 and held it in 4 quarters. The position peaked at $1.02M in Q1 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • Alpha DNA Investment Management reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 9,818 Axos Financial shares in Q2 2024, an estimated $531K.
  • Alpha DNA Investment Management first reported a position in Axos Financial in Q1 2021 and held it in 4 quarters.
  • Alpha DNA Investment Management's Axos Financial position peaked at $1.02M in Q1 2023.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on Alpha DNA Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.