Credit Suisse’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.26M | Sell |
60,333
-1,419
| -2% | -$74.7K | ﹤0.01% | 1556 |
|
|
2023
Q4 | $3.37M | Buy |
61,752
+7,270
| +13% | +$303K | ﹤0.01% | 1570 |
|
|
2023
Q3 | $2.06M | Buy |
54,482
+325
| +0.6% | +$13.7K | ﹤0.01% | 1816 |
|
|
2023
Q2 | $2.14M | Buy |
54,157
+5,900
| +12% | +$229K | ﹤0.01% | 1871 |
|
|
2023
Q1 | $1.78M | Buy |
48,257
+4,153
| +9% | +$179K | ﹤0.01% | 1951 |
|
|
2022
Q4 | $1.69M | Sell |
44,104
-2,111
| -5% | -$80.5K | ﹤0.01% | 1985 |
|
|
2022
Q3 | $1.58M | Buy |
46,215
+327
| +0.7% | +$13.2K | ﹤0.01% | 2006 |
|
|
2022
Q2 | $1.65M | Sell |
45,888
-5,168
| -10% | -$199K | ﹤0.01% | 2044 |
|
|
2022
Q1 | $2.37M | Buy |
51,056
+2,914
| +6% | +$154K | ﹤0.01% | 1967 |
|
|
2021
Q4 | $2.69M | Buy |
48,142
+2,893
| +6% | +$162K | ﹤0.01% | 2549 |
|
|
2021
Q3 | $2.33M | Sell |
45,249
-4,003
| -8% | -$190K | ﹤0.01% | 2706 |
|
|
2021
Q2 | $2.29M | Sell |
49,252
-6,494
| -12% | -$303K | ﹤0.01% | 2758 |
|
|
2021
Q1 | $2.62M | Buy |
55,746
+27,560
| +98% | +$1.24M | ﹤0.01% | 2612 |
|
|
2020
Q4 | $1.06M | Buy |
28,186
+19,499
| +224% | +$616K | ﹤0.01% | 3302 |
|
|
2020
Q3 | $203K | Sell |
8,687
-387
| -4% | -$8.85K | ﹤0.01% | 3819 |
|
|
2020
Q2 | $200K | Buy |
+9,074
| New | +$185K | ﹤0.01% | 3738 |
|
|
2020
Q1 | – | Sell |
-45,746
| Closed | -$1.39M | – | 3982 |
|
|
2019
Q4 | $1.39M | Buy |
45,746
+2,669
| +6% | +$78K | ﹤0.01% | 2905 |
|
|
2019
Q3 | $1.19M | Buy |
43,077
+5,521
| +15% | +$149K | ﹤0.01% | 2894 |
|
|
2019
Q2 | $1.02M | Sell |
37,556
-7,302
| -16% | -$215K | ﹤0.01% | 2918 |
|
|
2019
Q1 | $1.3M | Sell |
44,858
-11,851
| -21% | -$355K | ﹤0.01% | 2692 |
|
|
2018
Q4 | $1.43M | Buy |
56,709
+18,197
| +47% | +$549K | ﹤0.01% | 2504 |
|
|
2018
Q3 | $1.32M | Sell |
38,512
-19,359
| -33% | -$744K | ﹤0.01% | 2661 |
|
|
2018
Q2 | $2.37M | Sell |
57,871
-22,083
| -28% | -$918K | ﹤0.01% | 2315 |
|
|
2018
Q1 | $3.24M | Buy |
79,954
+23,683
| +42% | +$863K | ﹤0.01% | 2040 |
|
|
2017
Q4 | $1.68M | Sell |
56,271
-17,218
| -23% | -$468K | ﹤0.01% | 2572 |
|
|
2017
Q3 | $2.09M | Buy |
73,489
+31,331
| +74% | +$819K | ﹤0.01% | 2508 |
|
|
2017
Q2 | $999K | Sell |
42,158
-20,731
| -33% | -$490K | ﹤0.01% | 2697 |
|
|
2017
Q1 | $1.64M | Sell |
62,889
-15,381
| -20% | -$444K | ﹤0.01% | 2496 |
|
|
2016
Q4 | $2.23M | Buy |
78,270
+20,049
| +34% | +$477K | ﹤0.01% | 2353 |
|
|
2016
Q3 | $1.3M | Sell |
58,221
-8,370
| -13% | -$162K | ﹤0.01% | 2735 |
|
|
2016
Q2 | $1.18M | Buy |
66,591
+16,088
| +32% | +$302K | ﹤0.01% | 2783 |
|
|
2016
Q1 | $1.08M | Sell |
50,503
-12,662
| -20% | -$229K | ﹤0.01% | 2666 |
|
|
2015
Q4 | $1.33M | Sell |
63,165
-11,723
| -16% | -$276K | ﹤0.01% | 2592 |
|
|
2015
Q3 | $2.41M | Sell |
74,888
-21,804
| -23% | -$651K | ﹤0.01% | 2110 |
|
|
2015
Q2 | $2.56M | Sell |
96,692
-1,192
| -1% | -$28.3K | ﹤0.01% | 2347 |
|
|
2015
Q1 | $2.28M | Sell |
97,884
-35,784
| -27% | -$786K | ﹤0.01% | 2279 |
|
|
2014
Q4 | $2.6M | Buy |
133,668
+24,724
| +23% | +$464K | ﹤0.01% | 2324 |
|
|
2014
Q3 | $1.98M | Sell |
108,944
-42,004
| -28% | -$793K | ﹤0.01% | 2498 |
|
|
2014
Q2 | $2.77M | Buy |
150,948
+23,672
| +19% | +$466K | ﹤0.01% | 2442 |
|
|
2014
Q1 | $2.73M | Buy |
127,276
+51,828
| +69% | +$1.11M | ﹤0.01% | 2279 |
|
|
2013
Q4 | $1.48M | Sell |
75,448
-14,128
| -16% | -$254K | ﹤0.01% | 2939 |
|
|
2013
Q3 | $1.45M | Sell |
89,576
-38,528
| -30% | -$574K | ﹤0.01% | 2658 |
|
|
2013
Q2 | $1.47M | Buy |
+128,104
| New | +$1.33M | ﹤0.01% | 2494 |
|
Other funds holding AX
DAM
WA
Credit Suisse's AX Position: Q1 2024 in Review
Credit Suisse reduced its Axos Financial (AX) stake by 2.3% in Q1 2024, selling an estimated $74.7K and leaving 60,333 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.
Credit Suisse first reported a position in AX in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.37M in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.
- Credit Suisse held 60,333 shares of Axos Financial worth $3.26M as of Q1 2024.
- Credit Suisse sold 1,419 Axos Financial shares in Q1 2024, an estimated $74.7K.
- Axos Financial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1556 holding.
- Credit Suisse first reported a position in Axos Financial in Q2 2013 and has held it in 43 quarters since.
- Credit Suisse's Axos Financial position peaked at $3.37M in Q4 2023.
- 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.
Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.