AAS
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Ameritas Advisory Services’s Axos Financial AX Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-47
Closed -$1.75K – 694
2023
Q1 		$1.75K Buy
+47
New +$2.03K ﹤0.01% 2426

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Ameritas Advisory Services's AX Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Axos Financial (AX) in Q2 2023, closing a stake of 47 shares — an estimated $1.75K sold.

Ameritas Advisory Services first reported a position in AX in Q1 2023 and held it in 1 quarter. The position peaked at $1.75K in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 47 Axos Financial shares in Q2 2023, an estimated $1.75K.
  • Ameritas Advisory Services first reported a position in Axos Financial in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Axos Financial position peaked at $1.75K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.