FMP
AX icon

Financial Management Professionals’s Axos Financial AX Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-1,499
Closed -$70K – 931
2022
Q1 		$70K Hold
1,499
– – 0.02% 207
2021
Q4 		$84K Hold
1,499
– – 0.02% 191
2021
Q3 		$77K Buy
+1,499
New +$71.1K 0.02% 195

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
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

Financial Management Professionals's AX Position: Q2 2022 in Review

Financial Management Professionals sold out of Axos Financial (AX) in Q2 2022, closing a stake of 1,499 shares — an estimated $70K sold.

Financial Management Professionals first reported a position in AX in Q3 2021 and held it in 3 quarters. The position peaked at $84K in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Financial Management Professionals reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 1,499 Axos Financial shares in Q2 2022, an estimated $70K.
  • Financial Management Professionals first reported a position in Axos Financial in Q3 2021 and held it in 3 quarters.
  • Financial Management Professionals's Axos Financial position peaked at $84K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.