CI Investments Inc
AX icon

CI Investments Inc’s Axos Financial AX Stock Holding History

CI Investments Inc’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
2026
Q1 		$7.23M Sell
85,017
-6,800
-7% -$620K 0.04% 253
2025
Q4 		$7.91M Buy
91,817
+2,150
+2% +$177K 0.03% 241
2025
Q3 		$7.59M Buy
89,667
+2,560
+3% +$223K 0.03% 247
2025
Q2 		$6.62M Buy
87,107
+400
+0.5% +$27K 0.02% 272
2025
Q1 		$5.59M Sell
86,707
-337
-0.4% -$22.9K 0.02% 292
2024
Q4 		$6.08M Sell
87,044
-2,738
-3% -$200K 0.02% 293
2024
Q3 		$5.64M Buy
89,782
+2
+0% +$131 0.02% 290
2024
Q2 		$5.13M Buy
89,780
+1,300
+1% +$70.7K 0.02% 277
2024
Q1 		$4.78M Buy
88,480
+6,700
+8% +$353K 0.02% 293
2023
Q4 		$4.46M Sell
81,780
-19,310
-19% -$806K 0.02% 284
2023
Q3 		$3.83M Sell
101,090
-200
-0.2% -$8.46K 0.02% 286
2023
Q2 		$4M Buy
101,290
+2,641
+3% +$102K 0.02% 285
2023
Q1 		$3.64M Sell
98,649
-14,800
-13% -$638K 0.02% 291
2022
Q4 		$4.34M Sell
113,449
-11,000
-9% -$419K 0.02% 284
2022
Q3 		$4.26M Sell
124,449
-22,731
-15% -$920K 0.02% 296
2022
Q2 		$5.28M Sell
147,180
-28,637
-16% -$1.1M 0.02% 275
2022
Q1 		$8.16M Sell
175,817
-50,683
-22% -$2.68M 0.03% 288
2021
Q4 		$12.7M Sell
226,500
-49,000
-18% -$2.74M 0.04% 260
2021
Q3 		$14.2M Sell
275,500
-36,539
-12% -$1.73M 0.05% 261
2021
Q2 		$14.5M Buy
+312,039
New +$14.6M 0.05% 254

Other funds holding AX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return