FORA Capital’s Axos Financial AX Stock Holding History

FORA Capital’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	-6,788	Closed	-$371K	–	407
2023 Q4	$371K	Buy	+6,788	New	+$283K	0.03%	374
2020 Q3	–	Sell	-1,586	Closed	-$35K	–	661
2020 Q2	$35K	Buy	+1,586	New	+$32.2K	0.01%	713

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

FORA Capital's AX Position: Q1 2024 in Review

FORA Capital sold out of Axos Financial (AX) in Q1 2024, closing a stake of 6,788 shares — an estimated $371K sold.

FORA Capital first reported a position in AX in Q2 2020 and held it in 2 quarters. The position peaked at $371K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

FORA Capital reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
FORA Capital sold 6,788 Axos Financial shares in Q1 2024, an estimated $371K.
FORA Capital first reported a position in Axos Financial in Q2 2020 and held it in 2 quarters.
FORA Capital's Axos Financial position peaked at $371K in Q4 2023.
310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.