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Headlands Technologies’s Axos Financial AX Stock Holding History

Headlands Technologies’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
Q4 		– Sell
-119
Closed -$7.48K – 1205
2024
Q3 		$7.48K Buy
+119
New +$7.82K ﹤0.01% 1039
2023
Q4 		– Sell
-4,186
Closed -$158K – 954
2023
Q3 		$158K Buy
+4,186
New +$177K 0.08% 240

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Headlands Technologies's AX Position: Q4 2024 in Review

Headlands Technologies sold out of Axos Financial (AX) in Q4 2024, closing a stake of 119 shares — an estimated $7.48K sold.

Headlands Technologies first reported a position in AX in Q3 2023 and held it in 2 quarters. The position peaked at $158K in Q3 2023. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Headlands Technologies reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Headlands Technologies sold 119 Axos Financial shares in Q4 2024, an estimated $7.48K.
  • Headlands Technologies first reported a position in Axos Financial in Q3 2023 and held it in 2 quarters.
  • Headlands Technologies's Axos Financial position peaked at $158K in Q3 2023.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Headlands Technologies's 13F filing for Q4 2024, filed 12 Feb 2025.