Fisher Asset Management
AX icon

Fisher Asset Management’s Axos Financial AX Stock Holding History

Fisher 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
2023
Q3 		– Sell
-355
Closed -$14K – 1176
2023
Q2 		$14K Buy
+355
New +$13.8K ﹤0.01% 1091

Other funds holding AX

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management's AX Position: Q3 2023 in Review

Fisher Asset Management sold out of Axos Financial (AX) in Q3 2023, closing a stake of 355 shares — an estimated $14K sold.

Fisher Asset Management first reported a position in AX in Q2 2023 and held it in 1 quarter. The position peaked at $14K in Q2 2023. 260 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Fisher Asset Management reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Fisher Asset Management sold 355 Axos Financial shares in Q3 2023, an estimated $14K.
  • Fisher Asset Management first reported a position in Axos Financial in Q2 2023 and held it in 1 quarter.
  • Fisher Asset Management's Axos Financial position peaked at $14K in Q2 2023.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.