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Blue Trust Inc’s Axos Financial AX Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-316
Closed -$18.1K – 2478
2024
Q3 		$18.1K Buy
316
+284
+888% +$18.7K ﹤0.01% 1981
2024
Q2 		$1.73K Buy
+32
New +$1.74K ﹤0.01% 2464
2024
Q1 		– Sell
-17
Closed -$1K – 2198
2023
Q4 		$1K Sell
17
-925
-98% -$38.6K ﹤0.01% 2261
2023
Q3 		$37K Buy
942
+686
+268% +$29K ﹤0.01% 953
2023
Q2 		$10K Buy
256
+240
+1,500% +$9.3K ﹤0.01% 1295
2023
Q1 		$1K Buy
+16
New +$690 ﹤0.01% 2103

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's AX Position: Q4 2024 in Review

Blue Trust Inc sold out of Axos Financial (AX) in Q4 2024, closing a stake of 316 shares — an estimated $18.1K sold.

Blue Trust Inc first reported a position in AX in Q1 2023 and held it in 6 quarters. The position peaked at $37K in Q3 2023. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Blue Trust Inc reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 316 Axos Financial shares in Q4 2024, an estimated $18.1K.
  • Blue Trust Inc first reported a position in Axos Financial in Q1 2023 and held it in 6 quarters.
  • Blue Trust Inc's Axos Financial position peaked at $37K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.