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Coppell Advisory Solutions’s Axos Financial AX Stock Holding History

Coppell Advisory Solutions’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
-1,165
Closed -$45.8K – 1229
2023
Q2 		$45.8K Buy
+1,165
New +$45.1K 0.01% 404

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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

Coppell Advisory Solutions's AX Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Axos Financial (AX) in Q3 2023, closing a stake of 1,165 shares — an estimated $45.8K sold.

Coppell Advisory Solutions first reported a position in AX in Q2 2023 and held it in 1 quarter. The position peaked at $45.8K in Q2 2023. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,165 Axos Financial shares in Q3 2023, an estimated $45.8K.
  • Coppell Advisory Solutions first reported a position in Axos Financial in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Axos Financial position peaked at $45.8K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.