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Glassman Wealth Services’s Axos Financial AX Stock Holding History

Glassman Wealth Services’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
-124
Closed -$6.77K – 353
2023
Q4 		$6.77K Buy
+124
New +$5.17K ﹤0.01% 986

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Glassman Wealth Services's AX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Axos Financial (AX) in Q1 2024, closing a stake of 124 shares — an estimated $6.77K sold.

Glassman Wealth Services first reported a position in AX in Q4 2023 and held it in 1 quarter. The position peaked at $6.77K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 124 Axos Financial shares in Q1 2024, an estimated $6.77K.
  • Glassman Wealth Services first reported a position in Axos Financial in Q4 2023 and held it in 1 quarter.
  • Glassman Wealth Services's Axos Financial position peaked at $6.77K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.