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Capital Performance Advisors’s Axos Financial AX Stock Holding History

Capital Performance Advisors’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
-86
Closed -$5.41K – 416
2024
Q3 		$5.41K Buy
+86
New +$5.65K ﹤0.01% 1084

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

Capital Performance Advisors's AX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Axos Financial (AX) in Q4 2024, closing a stake of 86 shares — an estimated $5.41K sold.

Capital Performance Advisors first reported a position in AX in Q3 2024 and held it in 1 quarter. The position peaked at $5.41K in Q3 2024. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 86 Axos Financial shares in Q4 2024, an estimated $5.41K.
  • Capital Performance Advisors first reported a position in Axos Financial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Axos Financial position peaked at $5.41K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.