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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
-76,100
Closed -$24K – 2297
2023
Q4 		$24K Buy
76,100
+18,200
+31% +$760K ﹤0.01% 1857
2023
Q3 		$31K Sell
57,900
-13,100
-18% -$554K ﹤0.01% 1741
2023
Q2 		$30K Buy
71,000
+21,000
+42% +$814K ﹤0.01% 1595
2023
Q1 		$69K Buy
50,000
+5,300
+12% +$229K 0.01% 1162
2022
Q4 		$3K Sell
44,700
-32,200
-42% -$1.23M ﹤0.01% 3424
2022
Q3 		$149K Buy
76,900
+21,500
+39% +$870K 0.01% 1132
2022
Q2 		$29K Buy
55,400
+30,100
+119% +$1.16M ﹤0.01% 2358
2022
Q1 		$18K Buy
+25,300
New +$1.34M ﹤0.01% 3126
2019
Q4 		– Sell
-1,100
Closed -$2K – 3967
2019
Q3 		$2K Hold
1,100
– – ﹤0.01% 3435
2019
Q2 		$3K Buy
+1,100
New +$32.4K ﹤0.01% 3333
2019
Q1 		– Sell
-19,700
Closed -$5K – 4011
2018
Q4 		$5K Sell
19,700
-1,100
-5% -$33.2K ﹤0.01% 2897
2018
Q3 		$4K Sell
20,800
-600
-3% -$23K ﹤0.01% 3136
2018
Q2 		$19K Buy
21,400
+1,100
+5% +$45.7K ﹤0.01% 2215
2018
Q1 		$20K Sell
20,300
-700
-3% -$25.5K ﹤0.01% 2283
2017
Q4 		$15K Sell
21,000
-900
-4% -$24.5K ﹤0.01% 2791
2017
Q3 		$22K Sell
21,900
-13,300
-38% -$347K ﹤0.01% 3031
2017
Q2 		$73K Sell
35,200
-51,300
-59% -$1.21M ﹤0.01% 2126
2017
Q1 		$100K Sell
86,500
-84,500
-49% -$2.44M ﹤0.01% 1736
2016
Q4 		$123K Buy
171,000
+102,000
+148% +$2.43M ﹤0.01% 1724
2016
Q3 		$79K Sell
69,000
-40,100
-37% -$778K ﹤0.01% 2016
2016
Q2 		$122K Buy
109,100
+8,100
+8% +$152K 0.01% 1524
2016
Q1 		$263K Sell
101,000
-105,600
-51% -$1.91M 0.02% 852
2015
Q4 		$462K Buy
+206,600
New +$4.87M 0.03% 660

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.