M&G plc’s Axos Financial AX Stock Holding History

M&G plc’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
2024 Q3	–	Sell	-171,740	Closed	-$9.79M	–	412
2024 Q2	$9.79M	Buy	171,740 +18,978	+12%	+$1.03M	0.04%	200
2024 Q1	$8.25M	Buy	+152,762	New	+$8.04M	0.03%	234

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

M&G plc's AX Position: Q3 2024 in Review

M&G plc sold out of Axos Financial (AX) in Q3 2024, closing a stake of 171,740 shares — an estimated $9.79M sold.

M&G plc first reported a position in AX in Q1 2024 and held it in 2 quarters. The position peaked at $9.79M in Q2 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

M&G plc reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
M&G plc sold 171,740 Axos Financial shares in Q3 2024, an estimated $9.79M.
M&G plc first reported a position in Axos Financial in Q1 2024 and held it in 2 quarters.
M&G plc's Axos Financial position peaked at $9.79M in Q2 2024.
334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on M&G plc's 13F filing for Q3 2024, filed 31 Oct 2024.