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Hillsdale Investment Management’s Axos Financial AX Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-15,100
Closed -$557K – 561
2023
Q1 		$557K Buy
+15,100
New +$651K 0.05% 296
2022
Q2 		– Sell
-17,000
Closed -$789K – 542
2022
Q1 		$789K Buy
+17,000
New +$898K 0.05% 283

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Hillsdale Investment Management's AX Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Axos Financial (AX) in Q2 2023, closing a stake of 15,100 shares — an estimated $557K sold.

Hillsdale Investment Management first reported a position in AX in Q1 2022 and held it in 2 quarters. The position peaked at $789K in Q1 2022. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 15,100 Axos Financial shares in Q2 2023, an estimated $557K.
  • Hillsdale Investment Management first reported a position in Axos Financial in Q1 2022 and held it in 2 quarters.
  • Hillsdale Investment Management's Axos Financial position peaked at $789K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.