LIC
AX icon

Laurus Investment Counsel’s Axos Financial AX Stock Holding History

Laurus Investment Counsel’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
Q2 		– Sell
-60,820
Closed -$2.82M – 44
2022
Q1 		$2.82M Buy
60,820
+17,230
+40% +$910K 1.06% 20
2021
Q4 		$3.12M Buy
43,590
+27,040
+163% +$1.51M 0.81% 22
2021
Q3 		$1.08M Buy
+16,550
New +$785K 0.31% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Laurus Investment Counsel's AX Position: Q2 2022 in Review

Laurus Investment Counsel sold out of Axos Financial (AX) in Q2 2022, closing a stake of 60,820 shares — an estimated $2.82M sold.

Laurus Investment Counsel first reported a position in AX in Q3 2021 and held it in 3 quarters. The position peaked at $3.12M in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Laurus Investment Counsel reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Laurus Investment Counsel sold 60,820 Axos Financial shares in Q2 2022, an estimated $2.82M.
  • Laurus Investment Counsel first reported a position in Axos Financial in Q3 2021 and held it in 3 quarters.
  • Laurus Investment Counsel's Axos Financial position peaked at $3.12M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Laurus Investment Counsel's 13F filing for Q2 2022, filed 19 Jul 2022.