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Freedom Investment Management’s Axos Financial AX Stock Holding History

Freedom Investment 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
-7,101
Closed -$280K – 686
2023
Q2 		$280K Sell
7,101
-672
-9% -$26K 0.03% 562
2023
Q1 		$287K Sell
7,773
-884
-10% -$38.1K 0.03% 565
2022
Q4 		$331K Buy
8,657
+495
+6% +$18.9K 0.04% 557
2022
Q3 		$279K Buy
8,162
+124
+2% +$5.02K 0.03% 585
2022
Q2 		$288K Buy
8,038
+174
+2% +$6.69K 0.03% 598
2022
Q1 		$365K Sell
7,864
-1,904
-19% -$101K 0.03% 566
2021
Q4 		$546K Sell
9,768
-481
-5% -$26.9K 0.04% 500
2021
Q3 		$528K Sell
10,249
-28
-0.3% -$1.33K 0.04% 488
2021
Q2 		$477K Sell
10,277
-31
-0.3% -$1.45K 0.04% 551
2021
Q1 		$485K Buy
+10,308
New +$464K 0.04% 539
2018
Q4 		– Sell
-28,854
Closed -$1.07M – 767
2018
Q3 		$1.07M Sell
28,854
-26,290
-48% -$1.01M 0.07% 304
2018
Q2 		$2.26M Sell
55,144
-57,697
-51% -$2.4M 0.14% 140
2018
Q1 		$4.57M Buy
112,841
+105,230
+1,383% +$3.84M 0.23% 52
2017
Q4 		$228K Buy
+7,611
New +$207K 0.01% 991

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

Freedom Investment Management's AX Position: Q3 2023 in Review

Freedom Investment Management sold out of Axos Financial (AX) in Q3 2023, closing a stake of 7,101 shares — an estimated $280K sold.

Freedom Investment Management first reported a position in AX in Q4 2017 and held it in 14 quarters. The position peaked at $4.57M in Q1 2018. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Freedom Investment Management reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Freedom Investment Management sold 7,101 Axos Financial shares in Q3 2023, an estimated $280K.
  • Freedom Investment Management first reported a position in Axos Financial in Q4 2017 and held it in 14 quarters.
  • Freedom Investment Management's Axos Financial position peaked at $4.57M in Q1 2018.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Freedom Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.