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Disciplined Investments’s Axos Financial AX Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-14
Closed -$552 – 231
2023
Q2 		$552 Hold
14
– – ﹤0.01% 1193
2023
Q1 		$517 Hold
14
– – ﹤0.01% 1213
2022
Q4 		$535 Buy
14
+5
+56% +$191 ﹤0.01% 1174
2022
Q3 		$0 Sell
9
-5
-36% -$202 ﹤0.01% 1229
2022
Q2 		$1K Buy
14
+1
+8% +$38 ﹤0.01% 809
2022
Q1 		$1K Buy
+13
New +$687 ﹤0.01% 871

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Disciplined Investments's AX Position: Q3 2023 in Review

Disciplined Investments sold out of Axos Financial (AX) in Q3 2023, closing a stake of 14 shares — an estimated $552 sold.

Disciplined Investments first reported a position in AX in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Disciplined Investments reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 14 Axos Financial shares in Q3 2023, an estimated $552.
  • Disciplined Investments first reported a position in Axos Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Axos Financial position peaked at $1K in Q2 2022.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.