Gradient Investments’s Axos Financial AX Stock Holding History

Gradient Investments’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 Q4	–	Sell	-24	Closed	-$909	–	1838
2023 Q3	$909	Hold	24	–	–	﹤0.01%	1406
2023 Q2	$947	Hold	24	–	–	﹤0.01%	1378
2023 Q1	$886	Hold	24	–	–	﹤0.01%	1220
2022 Q4	$917	Hold	24	–	–	﹤0.01%	1210
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	1194
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1104
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1080
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	1115
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	1051
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	1043
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	1054
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	1015
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	1020
2020 Q2	$1K	Hold	24	–	–	﹤0.01%	947
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1093
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	988
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	970
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	924
2019 Q1	$1K	Buy	+24	New	+$719	﹤0.01%	776

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments's AX Position: Q4 2023 in Review

Gradient Investments sold out of Axos Financial (AX) in Q4 2023, closing a stake of 24 shares — an estimated $909 sold.

Gradient Investments first reported a position in AX in Q1 2019 and held it in 19 quarters. The position peaked at $1K in Q3 2022. 302 funds tracked by Wall St. Rank hold AX as of Q4 2023.

Gradient Investments reported no remaining Axos Financial position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 24 Axos Financial shares in Q4 2023, an estimated $909.
Gradient Investments first reported a position in Axos Financial in Q1 2019 and held it in 19 quarters.
Gradient Investments's Axos Financial position peaked at $1K in Q3 2022.
302 funds tracked by Wall St. Rank held Axos Financial as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.