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Hanseatic Management Services’s Axos Financial AX Stock Holding History

Hanseatic Management 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
2022
Q1 		– Sell
-1,952
Closed -$109K – 143
2021
Q4 		$109K Buy
1,952
+164
+9% +$9.18K 0.18% 59
2021
Q3 		$92K Buy
1,788
+341
+24% +$16.2K 0.16% 61
2021
Q2 		$67K Hold
1,447
– – 0.13% 63
2021
Q1 		$68K Hold
1,447
– – 0.14% 61
2020
Q4 		$54K Buy
+1,447
New +$45.7K 0.12% 70
2015
Q4 		– Sell
-52,720
Closed -$1.7M – 308
2015
Q3 		$1.7M Buy
52,720
+52,684
+146,344% +$1.57M 0.53% 71
2015
Q2 		$1K Buy
+36
New +$856 ﹤0.01% 329

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Hanseatic Management Services's AX Position: Q1 2022 in Review

Hanseatic Management Services sold out of Axos Financial (AX) in Q1 2022, closing a stake of 1,952 shares — an estimated $109K sold.

Hanseatic Management Services first reported a position in AX in Q2 2015 and held it in 7 quarters. The position peaked at $1.7M in Q3 2015. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Hanseatic Management Services reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • Hanseatic Management Services sold 1,952 Axos Financial shares in Q1 2022, an estimated $109K.
  • Hanseatic Management Services first reported a position in Axos Financial in Q2 2015 and held it in 7 quarters.
  • Hanseatic Management Services's Axos Financial position peaked at $1.7M in Q3 2015.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Hanseatic Management Services's 13F filing for Q1 2022, filed 29 Apr 2022.