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Intelligence Driven Advisers’s Axos Financial AX Stock Holding History

Intelligence Driven Advisers’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
2021
Q4 		– Sell
-4,421
Closed -$237K – 89
2021
Q3 		$237K Hold
4,421
– – 0.05% 75
2021
Q2 		$205K Hold
4,421
– – 0.04% 89
2021
Q1 		$208K Buy
+4,421
New +$199K 0.05% 72

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $2.3T AUM 54.33% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intelligence Driven Advisers's AX Position: Q4 2021 in Review

Intelligence Driven Advisers sold out of Axos Financial (AX) in Q4 2021, closing a stake of 4,421 shares — an estimated $237K sold.

Intelligence Driven Advisers first reported a position in AX in Q1 2021 and held it in 3 quarters. The position peaked at $237K in Q3 2021. 244 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Intelligence Driven Advisers reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Intelligence Driven Advisers sold 4,421 Axos Financial shares in Q4 2021, an estimated $237K.
  • Intelligence Driven Advisers first reported a position in Axos Financial in Q1 2021 and held it in 3 quarters.
  • Intelligence Driven Advisers's Axos Financial position peaked at $237K in Q3 2021.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Intelligence Driven Advisers's 13F filing for Q4 2021, filed 19 Jan 2022.