Kowal Investment Group’s Axos Financial AX Stock Holding History

Kowal Investment Group’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	-2	Closed	–	–	190
2021 Q3	$0	Buy	+2	New	+$95	﹤0.01%	914

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's AX Position: Q4 2021 in Review

Kowal Investment Group sold out of Axos Financial (AX) in Q4 2021, closing a stake of 2 shares.

Kowal Investment Group first reported a position in AX in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

Kowal Investment Group reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 2 Axos Financial shares in Q4 2021.
Kowal Investment Group first reported a position in Axos Financial in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Axos Financial position peaked at $0 in Q3 2021.
245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.