AWA
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Arkadios Wealth Advisors’s Axos Financial AX Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-68
Closed -$3K – 668
2021
Q3 		$3K Hold
68
– – ﹤0.01% 1689
2021
Q2 		$3K Buy
+68
New +$3.18K ﹤0.01% 1800

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's AX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Axos Financial (AX) in Q4 2021, closing a stake of 68 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in AX in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 68 Axos Financial shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Axos Financial in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Axos Financial position peaked at $3K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.