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Blueshift Asset Management’s Axos Financial AX Stock Holding History

Blueshift 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
2021
Q4 		– Sell
-6,239
Closed -$322K – 849
2021
Q3 		$322K Buy
+6,239
New +$296K 0.02% 780
2021
Q1 		– Sell
-9,176
Closed -$344K – 852
2020
Q4 		$344K Buy
+9,176
New +$290K 0.04% 501
2020
Q3 		– Sell
-17,985
Closed -$397K – 598
2020
Q2 		$397K Buy
+17,985
New +$366K 0.06% 351
2020
Q1 		– Sell
-8,875
Closed -$269K – 212
2019
Q4 		$269K Sell
8,875
-17,316
-66% -$506K 0.03% 634
2019
Q3 		$724K Buy
26,191
+2,779
+12% +$74.8K 0.11% 267
2019
Q2 		$638K Buy
23,412
+12,246
+110% +$360K 0.08% 347
2019
Q1 		$323K Buy
+11,166
New +$335K 0.05% 511

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blueshift Asset Management's AX Position: Q4 2021 in Review

Blueshift Asset Management sold out of Axos Financial (AX) in Q4 2021, closing a stake of 6,239 shares — an estimated $322K sold.

Blueshift Asset Management first reported a position in AX in Q1 2019 and held it in 7 quarters. The position peaked at $724K in Q3 2019. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Blueshift Asset Management reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Blueshift Asset Management sold 6,239 Axos Financial shares in Q4 2021, an estimated $322K.
  • Blueshift Asset Management first reported a position in Axos Financial in Q1 2019 and held it in 7 quarters.
  • Blueshift Asset Management's Axos Financial position peaked at $724K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Blueshift Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.