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 Q1	–	Sell	-29	Closed	-$1.6K	–	1205
2023 Q4	$1.6K	Buy	+29	New	+$1.21K	﹤0.01%	742
2021 Q3	$52K	Buy	+220	New	+$10.4K	0.02%	550
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Financial Gravity Asset Management's AX Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Axos Financial (AX) in Q1 2024, closing a stake of 29 shares — an estimated $1.6K sold.

Financial Gravity Asset Management first reported a position in AX in Q1 2018 and held it in 9 quarters. The position peaked at $161K in Q1 2018. 309 funds tracked by Wall St. Rank hold AX as of Q1 2024.

Financial Gravity Asset Management reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 29 Axos Financial shares in Q1 2024, an estimated $1.6K.
Financial Gravity Asset Management first reported a position in Axos Financial in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Axos Financial position peaked at $161K in Q1 2018.
309 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.