Capstone Investment Advisors
AX icon

Capstone Investment Advisors’s Axos Financial AX Stock Holding History

Capstone Investment 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
2020
Q1 		– Sell
-15,400
Closed -$466K – 1141
2019
Q4 		$466K Sell
15,400
-1,000
-6% -$29.2K ﹤0.01% 1157
2019
Q3 		$453K Buy
+16,400
New +$441K ﹤0.01% 1110

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capstone Investment Advisors's AX Position: Q1 2024 in Review

Capstone Investment Advisors sold out of Axos Financial (AX) in Q1 2024, closing a stake of 4,093 shares — an estimated $223K sold.

Capstone Investment Advisors first reported a position in AX in Q1 2017 and held it in 2 quarters. The position peaked at $258K in Q1 2017. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Capstone Investment Advisors reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,093 Axos Financial shares in Q1 2024, an estimated $223K.
  • Capstone Investment Advisors first reported a position in Axos Financial in Q1 2017 and held it in 2 quarters.
  • Capstone Investment Advisors's Axos Financial position peaked at $258K in Q1 2017.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.