AXQ Capital’s Axos Financial AX Stock Holding History

AXQ Capital’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	-9,610	Closed	-$355K	–	296
2023 Q1	$355K	Buy	+9,610	New	+$415K	0.14%	256

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

AXQ Capital's AX Position: Q2 2023 in Review

AXQ Capital sold out of Axos Financial (AX) in Q2 2023, closing a stake of 9,610 shares — an estimated $355K sold.

AXQ Capital first reported a position in AX in Q1 2023 and held it in 1 quarter. The position peaked at $355K in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

AXQ Capital reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
AXQ Capital sold 9,610 Axos Financial shares in Q2 2023, an estimated $355K.
AXQ Capital first reported a position in Axos Financial in Q1 2023 and held it in 1 quarter.
AXQ Capital's Axos Financial position peaked at $355K in Q1 2023.
260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on AXQ Capital's 13F filing for Q2 2023, filed 11 Aug 2023.