AIM
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ARGA Investment Management’s Axos Financial AX Stock Holding History

ARGA 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
-10,140
Closed -$548K – 130
2024
Q1 		$548K Hold
10,140
– – 0.02% 113
2023
Q4 		$554K Buy
+10,140
New +$423K 0.02% 112

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

ARGA Investment Management's AX Position: Q2 2024 in Review

ARGA Investment Management sold out of Axos Financial (AX) in Q2 2024, closing a stake of 10,140 shares — an estimated $548K sold.

ARGA Investment Management first reported a position in AX in Q4 2023 and held it in 2 quarters. The position peaked at $554K in Q4 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • ARGA Investment Management reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • ARGA Investment Management sold 10,140 Axos Financial shares in Q2 2024, an estimated $548K.
  • ARGA Investment Management first reported a position in Axos Financial in Q4 2023 and held it in 2 quarters.
  • ARGA Investment Management's Axos Financial position peaked at $554K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on ARGA Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.