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Caxton Associates (New York)’s Axos Financial AX Stock Holding History

Caxton Associates (New York)’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
-9,153
Closed -$523K – 526
2024
Q2 		$523K Sell
9,153
-7,422
-45% -$404K 0.02% 333
2024
Q1 		$896K Buy
+16,575
New +$872K 0.05% 244
2020
Q1 		– Sell
-11,627
Closed -$352K – 415
2019
Q4 		$352K Buy
+11,627
New +$340K 0.05% 242

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

Caxton Associates (New York)'s AX Position: Q3 2024 in Review

Caxton Associates (New York) sold out of Axos Financial (AX) in Q3 2024, closing a stake of 9,153 shares — an estimated $523K sold.

Caxton Associates (New York) first reported a position in AX in Q4 2019 and held it in 3 quarters. The position peaked at $896K in Q1 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Caxton Associates (New York) reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Caxton Associates (New York) sold 9,153 Axos Financial shares in Q3 2024, an estimated $523K.
  • Caxton Associates (New York) first reported a position in Axos Financial in Q4 2019 and held it in 3 quarters.
  • Caxton Associates (New York)'s Axos Financial position peaked at $896K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Caxton Associates (New York)'s 13F filing for Q3 2024, filed 14 Nov 2024.