Fuller & Thaler Asset Management
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Fuller & Thaler Asset Management’s Axos Financial AX Stock Holding History

Fuller & Thaler 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
-1,152,406
Closed -$45.5M – 519
2023
Q2 		$45.5M Sell
1,152,406
-326,008
-22% -$12.6M 0.26% 122
2023
Q1 		$54.6M Buy
+1,478,414
New +$63.8M 0.31% 109

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DAM
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American Century Companies
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Ameriprise
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WA
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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

Fuller & Thaler Asset Management's AX Position: Q3 2023 in Review

Fuller & Thaler Asset Management sold out of Axos Financial (AX) in Q3 2023, closing a stake of 1,152,406 shares — an estimated $45.5M sold.

Fuller & Thaler Asset Management first reported a position in AX in Q1 2023 and held it in 2 quarters. The position peaked at $54.6M in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • Fuller & Thaler Asset Management reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 1,152,406 Axos Financial shares in Q3 2023, an estimated $45.5M.
  • Fuller & Thaler Asset Management first reported a position in Axos Financial in Q1 2023 and held it in 2 quarters.
  • Fuller & Thaler Asset Management's Axos Financial position peaked at $54.6M in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

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