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Foster Dykema Cabot & Co’s Axos Financial AX Stock Holding History

Foster Dykema Cabot & Co’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 		$2K Hold
59
– – ﹤0.01% 301
2023
Q2 		$2K Hold
59
– – ﹤0.01% 350
2023
Q1 		$2K Buy
+59
New +$2.54K ﹤0.01% 221

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Foster Dykema Cabot & Co's AX Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its Axos Financial (AX) position steady in Q3 2023 at 59 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Foster Dykema Cabot & Co first reported a position in AX in Q1 2023 and has held it in 3 quarters since. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Foster Dykema Cabot & Co held 59 shares of Axos Financial worth $2K as of Q3 2023.
  • Foster Dykema Cabot & Co left its Axos Financial share count unchanged in Q3 2023.
  • Axos Financial made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #301 holding.
  • Foster Dykema Cabot & Co first reported a position in Axos Financial in Q1 2023 and has held it in 3 quarters since.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.