Cetera Advisors’s Axos Financial AX Stock Holding History

Cetera 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
2022 Q2	–	Sell	-4,810	Closed	-$223K	–	1370
2022 Q1	$223K	Hold	4,810	–	–	﹤0.01%	1261
2021 Q4	$269K	Hold	4,810	–	–	0.01%	1172
2021 Q3	$248K	Sell	4,810 -500	-9%	-$23.7K	﹤0.01%	1202
2021 Q2	$246K	Hold	5,310	–	–	0.01%	1140
2021 Q1	$250K	Sell	5,310 -1,000	-16%	-$45K	0.01%	1040
2020 Q4	$237K	Buy	+6,310	New	+$199K	0.01%	916

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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

Cetera Advisors's AX Position: Q2 2022 in Review

Cetera Advisors sold out of Axos Financial (AX) in Q2 2022, closing a stake of 4,810 shares — an estimated $223K sold.

Cetera Advisors first reported a position in AX in Q4 2020 and held it in 6 quarters. The position peaked at $269K in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

Cetera Advisors reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
Cetera Advisors sold 4,810 Axos Financial shares in Q2 2022, an estimated $223K.
Cetera Advisors first reported a position in Axos Financial in Q4 2020 and held it in 6 quarters.
Cetera Advisors's Axos Financial position peaked at $269K in Q4 2021.
238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Cetera Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.