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Bayview Asset Management’s Axos Financial AX Stock Holding History

Bayview Asset 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
Q3 		– Sell
-10,000
Closed -$572K – 44
2024
Q2 		$572K Buy
10,000
+5,000
+100% +$272K 0.2% 43
2024
Q1 		$270K Sell
5,000
-10,000
-67% -$526K 0.11% 29
2023
Q4 		$819K Sell
15,000
-35,000
-70% -$1.46M 0.28% 20
2023
Q3 		$1.89M Buy
+50,000
New +$2.11M 0.52% 8

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bayview Asset Management's AX Position: Q3 2024 in Review

Bayview Asset Management sold out of Axos Financial (AX) in Q3 2024, closing a stake of 10,000 shares — an estimated $572K sold.

Bayview Asset Management first reported a position in AX in Q3 2023 and held it in 4 quarters. The position peaked at $1.89M in Q3 2023. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Bayview Asset Management reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Bayview Asset Management sold 10,000 Axos Financial shares in Q3 2024, an estimated $572K.
  • Bayview Asset Management first reported a position in Axos Financial in Q3 2023 and held it in 4 quarters.
  • Bayview Asset Management's Axos Financial position peaked at $1.89M in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Bayview Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.