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Harel Insurance Investments & Financial Services’s Axos Financial AX Stock Holding History

Harel Insurance Investments & Financial 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
Q4 		– Sell
-1,400
Closed -$49K – 684
2022
Q3 		$49K Buy
+1,400
New +$56.7K ﹤0.01% 507

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AX Position: Q4 2022 in Review

Harel Insurance Investments & Financial Services sold out of Axos Financial (AX) in Q4 2022, closing a stake of 1,400 shares — an estimated $49K sold.

Harel Insurance Investments & Financial Services first reported a position in AX in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Harel Insurance Investments & Financial Services reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,400 Axos Financial shares in Q4 2022, an estimated $49K.
  • Harel Insurance Investments & Financial Services first reported a position in Axos Financial in Q3 2022 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Axos Financial position peaked at $49K in Q3 2022.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.