Essex Investment Management’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-577
| Closed | -$21.3K | – | 374 |
|
|
2023
Q1 | $21.3K | Hold |
577
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $22K | Hold |
577
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $20K | Hold |
577
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $21K | Sell |
577
-48,545
| -99% | -$1.87M | ﹤0.01% | 354 |
|
|
2022
Q1 | $2.28M | Sell |
49,122
-2,995
| -6% | -$158K | 0.28% | 107 |
|
|
2021
Q4 | $2.91M | Hold |
52,117
| – | – | 0.33% | 92 |
|
|
2021
Q3 | $2.69M | Hold |
52,117
| – | – | 0.33% | 94 |
|
|
2021
Q2 | $2.42M | Sell |
52,117
-5,564
| -10% | -$260K | 0.28% | 118 |
|
|
2021
Q1 | $2.71M | Sell |
57,681
-715
| -1% | -$32.2K | 0.33% | 96 |
|
|
2020
Q4 | $2.19M | Sell |
58,396
-1,228
| -2% | -$38.8K | 0.27% | 118 |
|
|
2020
Q3 | $1.39M | Sell |
59,624
-18,155
| -23% | -$415K | 0.2% | 165 |
|
|
2020
Q2 | $1.72M | Sell |
77,779
-7,877
| -9% | -$160K | 0.28% | 104 |
|
|
2020
Q1 | $1.55M | Sell |
85,656
-86,384
| -50% | -$2.17M | 0.31% | 96 |
|
|
2019
Q4 | $5.21M | Sell |
172,040
-7,467
| -4% | -$218K | 0.64% | 28 |
|
|
2019
Q3 | $4.96M | Sell |
179,507
-10,034
| -5% | -$270K | 0.72% | 28 |
|
|
2019
Q2 | $5.17M | Sell |
189,541
-9,383
| -5% | -$276K | 0.71% | 24 |
|
|
2019
Q1 | $5.76M | Sell |
198,924
-23,650
| -11% | -$709K | 0.85% | 20 |
|
|
2018
Q4 | $5.6M | Sell |
222,574
-3,009
| -1% | -$90.8K | 0.88% | 21 |
|
|
2018
Q3 | $7.76M | Buy |
225,583
+75,261
| +50% | +$2.89M | 0.91% | 17 |
|
|
2018
Q2 | $6.15M | Sell |
150,322
-50,026
| -25% | -$2.08M | 0.77% | 28 |
|
|
2018
Q1 | $8.12M | Sell |
200,348
-7,914
| -4% | -$288K | 1.07% | 17 |
|
|
2017
Q4 | $6.23M | Sell |
208,262
-6,005
| -3% | -$163K | 0.82% | 23 |
|
|
2017
Q3 | $6.1M | Sell |
214,267
-12,320
| -5% | -$322K | 0.83% | 22 |
|
|
2017
Q2 | $5.38M | Sell |
226,587
-2,197
| -1% | -$52K | 0.77% | 26 |
|
|
2017
Q1 | $5.98M | Sell |
228,784
-98,926
| -30% | -$2.86M | 0.94% | 20 |
|
|
2016
Q4 | $9.36M | Buy |
327,710
+43,115
| +15% | +$1.03M | 1.54% | 9 |
|
|
2016
Q3 | $6.38M | Buy |
+284,595
| New | +$5.52M | 1.03% | 24 |
|
|
2014
Q2 | – | Sell |
-64,272
| Closed | -$1.38M | – | 357 |
|
|
2014
Q1 | $1.38M | Sell |
64,272
-292,984
| -82% | -$6.3M | 0.2% | 156 |
|
|
2013
Q4 | $7M | Buy |
357,256
+45,608
| +15% | +$820K | 0.99% | 21 |
|
|
2013
Q3 | $5.05M | Buy |
311,648
+139,112
| +81% | +$2.07M | 0.77% | 34 |
|
|
2013
Q2 | $1.98M | Buy |
+172,536
| New | +$1.79M | 0.35% | 90 |
|
Other funds holding AX
WA
DAM
EIP
Essex Investment Management's AX Position: Q2 2023 in Review
Essex Investment Management sold out of Axos Financial (AX) in Q2 2023, closing a stake of 577 shares — an estimated $21.3K sold.
Essex Investment Management first reported a position in AX in Q2 2013 and held it in 31 quarters. The position peaked at $9.36M in Q4 2016. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.
- Essex Investment Management reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
- Essex Investment Management sold 577 Axos Financial shares in Q2 2023, an estimated $21.3K.
- Essex Investment Management first reported a position in Axos Financial in Q2 2013 and held it in 31 quarters.
- Essex Investment Management's Axos Financial position peaked at $9.36M in Q4 2016.
- 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.
Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.