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Belpointe Asset Management’s Axos Financial AX Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-310
Closed -$11.4K – 805
2023
Q1 		$11.4K Hold
310
– – ﹤0.01% 2646
2022
Q4 		$11.8K Buy
+310
New +$11.8K ﹤0.01% 2529

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
WA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Belpointe Asset Management's AX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Axos Financial (AX) in Q2 2023, closing a stake of 310 shares — an estimated $11.4K sold.

Belpointe Asset Management first reported a position in AX in Q4 2022 and held it in 2 quarters. The position peaked at $11.8K in Q4 2022. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 310 Axos Financial shares in Q2 2023, an estimated $11.4K.
  • Belpointe Asset Management first reported a position in Axos Financial in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Axos Financial position peaked at $11.8K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.