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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 		– Sell
-14,500
Closed -$181K – 2296
2023
Q4 		$181K Buy
14,500
+11,500
+383% +$480K 0.02% 779
2023
Q3 		$2K Buy
+3,000
New +$127K ﹤0.01% 3214
2023
Q1 		– Sell
-2,600
Closed -$4K – 3778
2022
Q4 		$4K Buy
+2,600
New +$99.1K ﹤0.01% 3252
2022
Q2 		– Sell
-9,200
Closed -$4K – 4957
2022
Q1 		$4K Buy
+9,200
New +$486K ﹤0.01% 4236
2021
Q4 		– Sell
-2,000
Closed -$24K – 5358
2021
Q3 		$24K Hold
2,000
– – ﹤0.01% 3167
2021
Q2 		$15K Sell
2,000
-1,000
-33% -$46.7K ﹤0.01% 3531
2021
Q1 		$28K Buy
+3,000
New +$135K ﹤0.01% 2895
2020
Q1 		– Sell
-1,900
Closed -$15K – 3991
2019
Q4 		$15K Buy
1,900
+500
+36% +$14.6K ﹤0.01% 2384
2019
Q3 		$5K Sell
1,400
-600
-30% -$16.2K ﹤0.01% 2985
2019
Q2 		$7K Buy
+2,000
New +$58.9K ﹤0.01% 2881
2019
Q1 		– Sell
-2,300
Closed -$18K – 4009
2018
Q4 		$18K Sell
2,300
-300
-12% -$9.05K ﹤0.01% 2169
2018
Q3 		$31K Sell
2,600
-5,000
-66% -$192K ﹤0.01% 1929
2018
Q2 		$67K Buy
7,600
+3,300
+77% +$137K 0.01% 1419
2018
Q1 		$60K Sell
4,300
-36,900
-90% -$1.35M 0.01% 1535
2017
Q4 		$287K Sell
41,200
-80,000
-66% -$2.18M 0.01% 784
2017
Q3 		$329K Buy
121,200
+57,400
+90% +$1.5M 0.01% 875
2017
Q2 		$189K Buy
63,800
+20,600
+48% +$487K 0.01% 1332
2017
Q1 		$144K Sell
43,200
-71,600
-62% -$2.07M 0.01% 1432
2016
Q4 		$656K Buy
114,800
+39,800
+53% +$948K 0.02% 567
2016
Q3 		$249K Buy
75,000
+12,800
+21% +$248K 0.01% 1039
2016
Q2 		$19K Sell
62,200
-115,800
-65% -$2.17M ﹤0.01% 3403
2016
Q1 		$227K Sell
178,000
-103,800
-37% -$1.88M 0.01% 938
2015
Q4 		$307K Buy
+281,800
New +$6.64M 0.02% 869

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.