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Duality Advisers’s Axos Financial AX Stock Holding History

Duality Advisers’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
Q2 		– Sell
-10,434
Closed -$564K – 50
2024
Q1 		$564K Sell
10,434
-5,076
-33% -$267K 0.06% 442
2023
Q4 		$847K Sell
15,510
-7,222
-32% -$301K 0.09% 336
2023
Q3 		$861K Sell
22,732
-3,778
-14% -$160K 0.1% 318
2023
Q2 		$1.05M Buy
26,510
+11,362
+75% +$440K 0.13% 280
2023
Q1 		$559K Buy
+15,148
New +$653K 0.06% 391
2022
Q4 		– Sell
-22,692
Closed -$777K – 585
2022
Q3 		$777K Buy
22,692
+9,490
+72% +$384K 0.08% 349
2022
Q2 		$473K Buy
+13,202
New +$507K 0.05% 474

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Duality Advisers's AX Position: Q2 2024 in Review

Duality Advisers sold out of Axos Financial (AX) in Q2 2024, closing a stake of 10,434 shares — an estimated $564K sold.

Duality Advisers first reported a position in AX in Q2 2022 and held it in 7 quarters. The position peaked at $1.05M in Q2 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • Duality Advisers reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 10,434 Axos Financial shares in Q2 2024, an estimated $564K.
  • Duality Advisers first reported a position in Axos Financial in Q2 2022 and held it in 7 quarters.
  • Duality Advisers's Axos Financial position peaked at $1.05M in Q2 2023.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.