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AlphaMark Advisors’s Axos Financial AX Stock Holding History

AlphaMark 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
Q4 		– Sell
-5,091
Closed -$320K – 625
2024
Q3 		$320K Sell
5,091
-438
-8% -$28.8K 0.11% 177
2024
Q2 		$316K Sell
5,529
-47
-0.8% -$2.56K 0.11% 156
2024
Q1 		$301K Sell
5,576
-803
-13% -$42.2K 0.11% 167
2023
Q4 		$348K Buy
+6,379
New +$266K 0.13% 96
2016
Q2 		– Sell
-38,212
Closed -$815K – 333
2016
Q1 		$815K Sell
38,212
-12,152
-24% -$220K 0.43% 57
2015
Q4 		$1.06M Buy
50,364
+10,968
+28% +$258K 0.54% 56
2015
Q3 		$1.27M Hold
39,396
– – 0.71% 41
2015
Q2 		$1.04M Sell
39,396
-436
-1% -$10.4K 0.59% 45
2015
Q1 		$926K Buy
39,832
+5,432
+16% +$119K 0.52% 46
2014
Q4 		$669K Buy
34,400
+1,572
+5% +$29.5K 0.41% 50
2014
Q3 		$597K Buy
32,828
+2,000
+6% +$37.7K 0.38% 57
2014
Q2 		$566K Hold
30,828
– – 0.34% 67
2014
Q1 		$661K Sell
30,828
-12,400
-29% -$266K 0.41% 62
2013
Q4 		$848K Hold
43,228
– – 0.53% 40
2013
Q3 		$700K Buy
+43,228
New +$644K 0.44% 56

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlphaMark Advisors's AX Position: Q4 2024 in Review

AlphaMark Advisors sold out of Axos Financial (AX) in Q4 2024, closing a stake of 5,091 shares — an estimated $320K sold.

AlphaMark Advisors first reported a position in AX in Q3 2013 and held it in 15 quarters. The position peaked at $1.27M in Q3 2015. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • AlphaMark Advisors reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • AlphaMark Advisors sold 5,091 Axos Financial shares in Q4 2024, an estimated $320K.
  • AlphaMark Advisors first reported a position in Axos Financial in Q3 2013 and held it in 15 quarters.
  • AlphaMark Advisors's Axos Financial position peaked at $1.27M in Q3 2015.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.