EAM Investors’s Axos Financial AX Stock Holding History

EAM Investors’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 Q1	–	Sell	-32,515	Closed	-$1.82M	–	282
2021 Q4	$1.82M	Buy	+32,515	New	+$1.82M	0.3%	147
2015 Q4	–	Sell	-106,944	Closed	-$3.44M	–	310
2015 Q3	$3.44M	Buy	+106,944	New	+$3.2M	0.55%	31
2013 Q3	–	Sell	-149,892	Closed	-$1.72M	–	317
2013 Q2	$1.72M	Buy	+149,892	New	+$1.56M	0.37%	73

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

EAM Investors's AX Position: Q1 2022 in Review

EAM Investors sold out of Axos Financial (AX) in Q1 2022, closing a stake of 32,515 shares — an estimated $1.82M sold.

EAM Investors first reported a position in AX in Q2 2013 and held it in 3 quarters. The position peaked at $3.44M in Q3 2015. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

EAM Investors reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
EAM Investors sold 32,515 Axos Financial shares in Q1 2022, an estimated $1.82M.
EAM Investors first reported a position in Axos Financial in Q2 2013 and held it in 3 quarters.
EAM Investors's Axos Financial position peaked at $3.44M in Q3 2015.
249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on EAM Investors's 13F filing for Q1 2022, filed 13 May 2022.