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Brinker Capital Investments’s Axos Financial AX Stock Holding History

Brinker Capital Investments’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
2022
Q2 		– Sell
-5,160
Closed -$239K – 1351
2022
Q1 		$239K Sell
5,160
-203
-4% -$10.7K ﹤0.01% 1299
2021
Q4 		$300K Buy
+5,363
New +$300K ﹤0.01% 1256

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Brinker Capital Investments's AX Position: Q2 2022 in Review

Brinker Capital Investments sold out of Axos Financial (AX) in Q2 2022, closing a stake of 5,160 shares — an estimated $239K sold.

Brinker Capital Investments first reported a position in AX in Q4 2021 and held it in 2 quarters. The position peaked at $300K in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Brinker Capital Investments reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Brinker Capital Investments sold 5,160 Axos Financial shares in Q2 2022, an estimated $239K.
  • Brinker Capital Investments first reported a position in Axos Financial in Q4 2021 and held it in 2 quarters.
  • Brinker Capital Investments's Axos Financial position peaked at $300K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Brinker Capital Investments's 13F filing for Q2 2022, filed 18 Jul 2022.