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FinTrust Capital Advisors’s Axos Financial AX Stock Holding History

FinTrust Capital Advisors’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
Q3 		$51.2K Hold
815
– – 0.01% 565
2024
Q2 		$46.6K Hold
815
– – 0.01% 556
2024
Q1 		$44K Hold
815
– – 0.01% 561
2023
Q4 		$44.5K Buy
+815
New +$34K 0.01% 525

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FinTrust Capital Advisors's AX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Axos Financial (AX) position steady in Q3 2024 at 815 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #565.

FinTrust Capital Advisors first reported a position in AX in Q4 2023 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • FinTrust Capital Advisors held 815 shares of Axos Financial worth $51.2K as of Q3 2024.
  • FinTrust Capital Advisors left its Axos Financial share count unchanged in Q3 2024.
  • Axos Financial made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #565 holding.
  • FinTrust Capital Advisors first reported a position in Axos Financial in Q4 2023 and has held it in 4 quarters since.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.