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AX icon

Ergoteles’s Axos Financial AX Stock Holding History

Ergoteles’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
-6,298
Closed -$248K – 102
2023
Q2 		$248K Buy
+6,298
New +$244K 0.01% 813
2022
Q4 		– Sell
-15,124
Closed -$518K – 1447
2022
Q3 		$518K Buy
+15,124
New +$612K 0.02% 747
2021
Q3 		– Sell
-7,600
Closed -$353K – 1207
2021
Q2 		$353K Buy
+7,600
New +$355K 0.01% 991
2021
Q1 		– Sell
-8,923
Closed -$335K – 800
2020
Q4 		$335K Buy
+8,923
New +$282K 0.01% 515

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

Ergoteles's AX Position: Q3 2023 in Review

Ergoteles sold out of Axos Financial (AX) in Q3 2023, closing a stake of 6,298 shares — an estimated $248K sold.

Ergoteles first reported a position in AX in Q4 2020 and held it in 4 quarters. The position peaked at $518K in Q3 2022. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Ergoteles reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 6,298 Axos Financial shares in Q3 2023, an estimated $248K.
  • Ergoteles first reported a position in Axos Financial in Q4 2020 and held it in 4 quarters.
  • Ergoteles's Axos Financial position peaked at $518K in Q3 2022.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

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