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GeoWealth Management’s Axos Financial AX Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-94
Closed -$5.91K – 1804
2024
Q3 		$5.91K Buy
+94
New +$6.18K ﹤0.01% 1436

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's AX Position: Q4 2024 in Review

GeoWealth Management sold out of Axos Financial (AX) in Q4 2024, closing a stake of 94 shares — an estimated $5.91K sold.

GeoWealth Management first reported a position in AX in Q3 2024 and held it in 1 quarter. The position peaked at $5.91K in Q3 2024. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • GeoWealth Management reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 94 Axos Financial shares in Q4 2024, an estimated $5.91K.
  • GeoWealth Management first reported a position in Axos Financial in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Axos Financial position peaked at $5.91K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.