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Avalon Investment & Advisory’s Axos Financial AX Stock Holding History

Avalon Investment & Advisory’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
Q2 		– Sell
-77,572
Closed -$3.6M – 312
2022
Q1 		$3.6M Buy
77,572
+8,617
+12% +$455K 0.09% 140
2021
Q4 		$3.85M Sell
68,955
-9,873
-13% -$552K 0.1% 138
2021
Q3 		$4.06M Buy
+78,828
New +$3.74M 0.09% 152

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Avalon Investment & Advisory's AX Position: Q2 2022 in Review

Avalon Investment & Advisory sold out of Axos Financial (AX) in Q2 2022, closing a stake of 77,572 shares — an estimated $3.6M sold.

Avalon Investment & Advisory first reported a position in AX in Q3 2021 and held it in 3 quarters. The position peaked at $4.06M in Q3 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Avalon Investment & Advisory reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Avalon Investment & Advisory sold 77,572 Axos Financial shares in Q2 2022, an estimated $3.6M.
  • Avalon Investment & Advisory first reported a position in Axos Financial in Q3 2021 and held it in 3 quarters.
  • Avalon Investment & Advisory's Axos Financial position peaked at $4.06M in Q3 2021.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Avalon Investment & Advisory's 13F filing for Q2 2022, filed 10 Aug 2022.