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Chilton Capital Management’s Axos Financial AX Stock Holding History

Chilton Capital Management’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
Q3 		– Sell
-326
Closed -$12K – 244
2022
Q2 		$12K Buy
+326
New +$12.5K ﹤0.01% 442
2022
Q1 		– Sell
-284
Closed -$16K – 254
2021
Q4 		$16K Buy
+284
New +$15.9K ﹤0.01% 434

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Chilton Capital Management's AX Position: Q3 2022 in Review

Chilton Capital Management sold out of Axos Financial (AX) in Q3 2022, closing a stake of 326 shares — an estimated $12K sold.

Chilton Capital Management first reported a position in AX in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Chilton Capital Management reported no remaining Axos Financial position as of Q3 2022 after selling out during the quarter.
  • Chilton Capital Management sold 326 Axos Financial shares in Q3 2022, an estimated $12K.
  • Chilton Capital Management first reported a position in Axos Financial in Q4 2021 and held it in 2 quarters.
  • Chilton Capital Management's Axos Financial position peaked at $16K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Chilton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.