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Cipher Capital’s Axos Financial AX Stock Holding History

Cipher Capital’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
2023
Q3 		– Sell
-6,592
Closed -$260K – 327
2023
Q2 		$260K Sell
6,592
-4,084
-38% -$158K 0.04% 432
2023
Q1 		$394K Buy
+10,676
New +$461K 0.07% 348
2018
Q2 		– Sell
-4,964
Closed -$201K – 475
2018
Q1 		$201K Buy
+4,964
New +$181K 0.02% 528
2017
Q1 		– Sell
-24,580
Closed -$702K – 581
2016
Q4 		$702K Sell
24,580
-34,395
-58% -$819K 0.05% 463
2016
Q3 		$1.32M Buy
58,975
+30,810
+109% +$598K 0.08% 392
2016
Q2 		$499K Sell
28,165
-11,492
-29% -$216K 0.04% 552
2016
Q1 		$846K Buy
+39,657
New +$718K 0.08% 415

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cipher Capital's AX Position: Q3 2023 in Review

Cipher Capital sold out of Axos Financial (AX) in Q3 2023, closing a stake of 6,592 shares — an estimated $260K sold.

Cipher Capital first reported a position in AX in Q1 2016 and held it in 7 quarters. The position peaked at $1.32M in Q3 2016. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Cipher Capital reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Cipher Capital sold 6,592 Axos Financial shares in Q3 2023, an estimated $260K.
  • Cipher Capital first reported a position in Axos Financial in Q1 2016 and held it in 7 quarters.
  • Cipher Capital's Axos Financial position peaked at $1.32M in Q3 2016.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Cipher Capital's 13F filing for Q3 2023, filed 14 Nov 2023.