CWS
AX icon

Confluence Wealth Services’s Axos Financial AX Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-411
Closed -$22K – 320
2021
Q4 		$22K Buy
+411
New +$23K 0.01% 700

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Confluence Wealth Services's AX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Axos Financial (AX) in Q1 2022, closing a stake of 411 shares — an estimated $22K sold.

Confluence Wealth Services first reported a position in AX in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Confluence Wealth Services reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 411 Axos Financial shares in Q1 2022, an estimated $22K.
  • Confluence Wealth Services first reported a position in Axos Financial in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Axos Financial position peaked at $22K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.