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IndexIQ Advisors’s Axos Financial AX Stock Holding History

IndexIQ 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
Q1 		– Sell
-8,983
Closed -$502K – 1328
2021
Q4 		$502K Sell
8,983
-581
-6% -$32.5K 0.02% 561
2021
Q3 		$493K Buy
9,564
+958
+11% +$45.5K 0.02% 565
2021
Q2 		$399K Buy
8,606
+187
+2% +$8.74K 0.01% 728
2021
Q1 		$396K Sell
8,419
-3,133
-27% -$141K 0.01% 814
2020
Q4 		$434K Buy
11,552
+1,192
+12% +$37.7K 0.02% 453
2020
Q3 		$241K Buy
10,360
+561
+6% +$12.8K 0.01% 510
2020
Q2 		$216K Sell
9,799
-352
-3% -$7.16K 0.01% 491
2020
Q1 		$184K Buy
+10,151
New +$255K 0.01% 585

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

IndexIQ Advisors's AX Position: Q1 2022 in Review

IndexIQ Advisors sold out of Axos Financial (AX) in Q1 2022, closing a stake of 8,983 shares — an estimated $502K sold.

IndexIQ Advisors first reported a position in AX in Q1 2020 and held it in 8 quarters. The position peaked at $502K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • IndexIQ Advisors reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 8,983 Axos Financial shares in Q1 2022, an estimated $502K.
  • IndexIQ Advisors first reported a position in Axos Financial in Q1 2020 and held it in 8 quarters.
  • IndexIQ Advisors's Axos Financial position peaked at $502K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.