HI
AX icon

HBK Investments’s Axos Financial AX Stock Holding History

HBK 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
2014
Q3 		– Sell
-118,388
Closed -$2.17M – 953
2014
Q2 		$2.17M Sell
118,388
-31,612
-21% -$622K 0.04% 327
2014
Q1 		$3.22M Buy
150,000
+114,800
+326% +$2.47M 0.06% 248
2013
Q4 		$690K Buy
+35,200
New +$633K 0.01% 566

Other funds holding AX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WC
Weatherbie Capital Boston, Massachusetts $797M AUM 23.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TCP
TAMRO Capital Partners Alexandria, Virginia $369M AUM 1.2% 1-Year Est. Return

HBK Investments's AX Position: Q3 2014 in Review

HBK Investments sold out of Axos Financial (AX) in Q3 2014, closing a stake of 118,388 shares — an estimated $2.17M sold.

HBK Investments first reported a position in AX in Q4 2013 and held it in 3 quarters. The position peaked at $3.22M in Q1 2014. 152 funds tracked by Wall St. Rank hold AX as of Q3 2014.

  • HBK Investments reported no remaining Axos Financial position as of Q3 2014 after selling out during the quarter.
  • HBK Investments sold 118,388 Axos Financial shares in Q3 2014, an estimated $2.17M.
  • HBK Investments first reported a position in Axos Financial in Q4 2013 and held it in 3 quarters.
  • HBK Investments's Axos Financial position peaked at $3.22M in Q1 2014.
  • 152 funds tracked by Wall St. Rank held Axos Financial as of Q3 2014.

Based on HBK Investments's 13F filing for Q3 2014, filed 14 Nov 2014.