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Cutler Group’s Axos Financial AX Stock Holding History

Cutler Group’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
2024
Q1 		$73K Buy
+1,351
New +$71.1K 0.02% 541
2022
Q3 		– Sell
-1,063
Closed -$43K – 4898
2022
Q2 		$38K Sell
1,063
-557
-34% -$21.4K ﹤0.01% 2145
2022
Q1 		$75K Buy
+1,620
New +$85.6K ﹤0.01% 1904
2020
Q1 		– Sell
-1,300
Closed -$39K – 3992
2019
Q4 		$39K Buy
1,300
+625
+93% +$18.3K ﹤0.01% 1791
2019
Q3 		$18K Sell
675
-1,290
-66% -$34.7K ﹤0.01% 2238
2019
Q2 		$53K Buy
+1,965
New +$57.8K ﹤0.01% 1501
2019
Q1 		– Sell
-3,748
Closed -$94K – 4010
2018
Q4 		$94K Sell
3,748
-6,637
-64% -$200K 0.01% 1063
2018
Q3 		$357K Buy
10,385
+4,985
+92% +$191K 0.02% 592
2018
Q2 		$220K Buy
5,400
+2,609
+93% +$108K 0.02% 738
2018
Q1 		$113K Buy
2,791
+1,945
+230% +$70.9K 0.01% 1096
2017
Q4 		$25K Buy
846
+100
+13% +$2.72K ﹤0.01% 2366
2017
Q3 		$21K Sell
746
-1,867
-71% -$48.8K ﹤0.01% 3071
2017
Q2 		$61K Sell
2,613
-37
-1% -$875 ﹤0.01% 2300
2017
Q1 		$69K Buy
2,650
+850
+47% +$24.6K ﹤0.01% 2071
2016
Q4 		$51K Sell
1,800
-5,295
-75% -$126K ﹤0.01% 2519
2016
Q3 		$158K Sell
7,095
-17,933
-72% -$348K 0.01% 1418
2016
Q2 		$443K Buy
25,028
+17,691
+241% +$332K 0.02% 649
2016
Q1 		$156K Buy
7,337
+2,663
+57% +$48.2K 0.01% 1194
2015
Q4 		$98K Buy
+4,674
New +$110K 0.01% 1781

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Cutler Group's AX Position: Q1 2024 in Review

Cutler Group opened a new position in Axos Financial (AX) in Q1 2024: 1,351 shares worth $73K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings. This is a return to the name: Cutler Group previously reported a position in AX as recently as Q2 2022.

Cutler Group first reported a position in AX in Q4 2015 and has held it in 19 quarters since. The position peaked at $443K in Q2 2016. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Cutler Group held 1,351 shares of Axos Financial worth $73K as of Q1 2024.
  • Axos Financial was a new Cutler Group position in Q1 2024.
  • Axos Financial made up 0.02% of Cutler Group's portfolio in Q1 2024, its #541 holding.
  • Cutler Group first reported a position in Axos Financial in Q4 2015 and has held it in 19 quarters since.
  • Cutler Group's Axos Financial position peaked at $443K in Q2 2016.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.