Denali Advisors’s Axos Financial AX Stock Holding History

Denali Advisors’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
2022 Q2	–	Sell	-80,900	Closed	-$3.75M	–	382
2022 Q1	$3.75M	Buy	80,900 +4,100	+5%	+$217K	1.45%	25
2021 Q4	$4.29M	Buy	76,800 +9,800	+15%	+$548K	1.61%	11
2021 Q3	$3.45M	Buy	+67,000	New	+$3.18M	1.44%	24
2021 Q1	–	Sell	-77,300	Closed	-$2.9M	–	370
2020 Q4	$2.9M	Buy	77,300 +8,400	+12%	+$266K	0.5%	77
2020 Q3	$1.61M	Buy	+68,900	New	+$1.57M	0.32%	104

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Denali Advisors's AX Position: Q2 2022 in Review

Denali Advisors sold out of Axos Financial (AX) in Q2 2022, closing a stake of 80,900 shares — an estimated $3.75M sold.

Denali Advisors first reported a position in AX in Q3 2020 and held it in 5 quarters. The position peaked at $4.29M in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

Denali Advisors reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
Denali Advisors sold 80,900 Axos Financial shares in Q2 2022, an estimated $3.75M.
Denali Advisors first reported a position in Axos Financial in Q3 2020 and held it in 5 quarters.
Denali Advisors's Axos Financial position peaked at $4.29M in Q4 2021.
238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.