Holocene Advisors
AX icon

Holocene Advisors’s Axos Financial AX Stock Holding History

Holocene Advisors’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
-11,591
Closed -$397K – 687
2022
Q3 		$397K Sell
11,591
-17,746
-60% -$718K ﹤0.01% 729
2022
Q2 		$1.05M Buy
+29,337
New +$1.13M 0.01% 656
2020
Q1 		– Sell
-37,402
Closed -$1.13M – 669
2019
Q4 		$1.13M Sell
37,402
-10,489
-22% -$307K 0.01% 537
2019
Q3 		$1.32M Buy
47,891
+22,102
+86% +$595K 0.01% 423
2019
Q2 		$703K Buy
25,789
+9,082
+54% +$267K 0.01% 378
2019
Q1 		$484K Buy
16,707
+6,213
+59% +$186K 0.01% 417
2018
Q4 		$264K Buy
+10,494
New +$317K ﹤0.01% 584

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

Holocene Advisors's AX Position: Q4 2022 in Review

Holocene Advisors sold out of Axos Financial (AX) in Q4 2022, closing a stake of 11,591 shares — an estimated $397K sold.

Holocene Advisors first reported a position in AX in Q4 2018 and held it in 7 quarters. The position peaked at $1.32M in Q3 2019. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Holocene Advisors reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Holocene Advisors sold 11,591 Axos Financial shares in Q4 2022, an estimated $397K.
  • Holocene Advisors first reported a position in Axos Financial in Q4 2018 and held it in 7 quarters.
  • Holocene Advisors's Axos Financial position peaked at $1.32M in Q3 2019.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Holocene Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.