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Clearview Wealth Advisors’s Axos Financial AX Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-5
Closed -$197 – 156
2023
Q2 		$197 Hold
5
– – ﹤0.01% 662
2023
Q1 		$185 Hold
5
– – ﹤0.01% 651
2022
Q4 		$191 Hold
5
– – ﹤0.01% 591
2022
Q3 		$0 Hold
5
– – ﹤0.01% 577
2022
Q2 		$0 Hold
5
– – ﹤0.01% 583
2022
Q1 		$0 Hold
5
– – ﹤0.01% 607
2021
Q4 		$1K Hold
5
– – ﹤0.01% 612
2021
Q3 		$0 Hold
5
– – ﹤0.01% 650
2021
Q2 		$0 Hold
5
– – ﹤0.01% 641
2021
Q1 		$0 Hold
5
– – ﹤0.01% 607
2020
Q4 		$0 Buy
+5
New +$158 ﹤0.01% 567

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

Clearview Wealth Advisors's AX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Axos Financial (AX) in Q3 2023, closing a stake of 5 shares — an estimated $197 sold.

Clearview Wealth Advisors first reported a position in AX in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 5 Axos Financial shares in Q3 2023, an estimated $197.
  • Clearview Wealth Advisors first reported a position in Axos Financial in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Axos Financial position peaked at $1K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.