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Financial Gravity Asset Management’s Axos Financial AX Stock Holding History

Financial Gravity Asset Management’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
-1
Closed -$33 – 1509
2024
Q1 		$33 Sell
1
-59
-98% -$3.1K ﹤0.01% 1863
2023
Q4 		$2.72K Buy
60
+29
+94% +$1.21K ﹤0.01% 944
2023
Q3 		$1.13K Sell
31
-8
-21% -$338 ﹤0.01% 750
2023
Q2 		$1.91K Buy
39
+2
+5% +$78 0.01% 655
2023
Q1 		$5.79K Sell
37
-1
-3% -$43 0.18% 127
2022
Q4 		$1.76K Sell
38
-642
-94% -$24.5K 0.01% 563
2022
Q3 		$5.61K Sell
680
-112
-14% -$4.53K 0.19% 91
2022
Q2 		$6.01K Sell
792
-220
-22% -$8.46K 0.19% 106
2022
Q1 		$7.2K Sell
1,012
-500
-33% -$26.4K 0.2% 113
2021
Q4 		$12K Buy
1,512
+1,292
+587% +$72.3K 0.27% 88
2021
Q3 		$52K Buy
+220
New +$10.4K 0.02% 550
2020
Q2 		– Sell
-2
Closed – – 80
2020
Q1 		$0 Hold
2
– – ﹤0.01% 1130
2019
Q4 		$0 Sell
2
-3,895
-100% -$114K ﹤0.01% 1390
2019
Q3 		$111K Buy
3,897
+98
+3% +$2.64K 0.1% 191
2019
Q2 		$112K Sell
3,799
-1,001
-21% -$29.5K 0.09% 217
2019
Q1 		$139K Buy
+4,800
New +$144K 0.11% 172
2018
Q3 		$130K Buy
4,593
+369
+9% +$14.2K 0.14% 169
2018
Q2 		$158K Buy
4,224
+247
+6% +$10.3K 0.15% 159
2018
Q1 		$161K Buy
+3,977
New +$145K 0.16% 131

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

Financial Gravity Asset Management's AX Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Axos Financial (AX) in Q2 2024, closing a stake of 1 share — an estimated $33 sold.

Financial Gravity Asset Management first reported a position in AX in Q1 2018 and held it in 19 quarters. The position peaked at $161K in Q1 2018. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Axos Financial share in Q2 2024, an estimated $33.
  • Financial Gravity Asset Management first reported a position in Axos Financial in Q1 2018 and held it in 19 quarters.
  • Financial Gravity Asset Management's Axos Financial position peaked at $161K in Q1 2018.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.