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Amalgamated Financial’s Axos Financial AX Stock Holding History

Amalgamated 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
2022
Q1 		$1.15M Buy
+24,735
New +$1.31M 0.01% 1110

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Amalgamated Financial's AX Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Axos Financial (AX) in Q1 2022: 24,735 shares worth $1.15M. The stake represents 0.01% of the portfolio and ranks #1110 among its holdings.

249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Amalgamated Financial held 24,735 shares of Axos Financial worth $1.15M as of Q1 2022.
  • Axos Financial was a new Amalgamated Financial position in Q1 2022.
  • Axos Financial made up 0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1110 holding.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.