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Main Street Group’s Axos Financial AX Stock Holding History

Main Street 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
2024
Q3 		– Sell
-50
Closed -$2.87K – 792
2024
Q2 		$2.87K Sell
50
-61
-55% -$3.32K ﹤0.01% 682
2024
Q1 		$5.82K Hold
111
– – ﹤0.01% 633
2023
Q4 		$6.06K Buy
+111
New +$4.63K ﹤0.01% 926

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
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Main Street Group's AX Position: Q3 2024 in Review

Main Street Group sold out of Axos Financial (AX) in Q3 2024, closing a stake of 50 shares — an estimated $2.87K sold.

Main Street Group first reported a position in AX in Q4 2023 and held it in 3 quarters. The position peaked at $6.06K in Q4 2023. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Main Street Group reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Main Street Group sold 50 Axos Financial shares in Q3 2024, an estimated $2.87K.
  • Main Street Group first reported a position in Axos Financial in Q4 2023 and held it in 3 quarters.
  • Main Street Group's Axos Financial position peaked at $6.06K in Q4 2023.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Main Street Group's 13F filing for Q3 2024, filed 13 Nov 2024.