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C.M. Bidwell & Associates’s Axos Financial AX Stock Holding History

C.M. Bidwell & Associates’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
-1,030
Closed -$58.9K – 505
2024
Q2 		$58.9K Buy
+1,030
New +$56K 0.04% 217
2016
Q1 		– Sell
-8,480
Closed -$179K – 258
2015
Q4 		$179K Hold
8,480
– – 0.04% 166
2015
Q3 		$273K Hold
8,480
– – 0.07% 133
2015
Q2 		$224K Buy
8,480
+220
+3% +$5.23K 0.05% 150
2015
Q1 		$192K Buy
+8,260
New +$181K 0.04% 161
2014
Q2 		– Sell
-20,060
Closed -$430K – 238
2014
Q1 		$430K Buy
+20,060
New +$431K 0.1% 94
2013
Q3 		– Sell
-19,340
Closed -$222K – 221
2013
Q2 		$222K Buy
+19,340
New +$201K 0.07% 118

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

C.M. Bidwell & Associates's AX Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of Axos Financial (AX) in Q3 2024, closing a stake of 1,030 shares — an estimated $58.9K sold.

C.M. Bidwell & Associates first reported a position in AX in Q2 2013 and held it in 7 quarters. The position peaked at $430K in Q1 2014. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • C.M. Bidwell & Associates reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,030 Axos Financial shares in Q3 2024, an estimated $58.9K.
  • C.M. Bidwell & Associates first reported a position in Axos Financial in Q2 2013 and held it in 7 quarters.
  • C.M. Bidwell & Associates's Axos Financial position peaked at $430K in Q1 2014.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.