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Martingale Asset Management’s Axos Financial AX Stock Holding History

Martingale Asset Management’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
Q2 		– Sell
-11,900
Closed -$643K – 788
2024
Q1 		$643K Sell
11,900
-3,508
-23% -$185K 0.01% 565
2023
Q4 		$841K Sell
15,408
-6,202
-29% -$259K 0.02% 488
2023
Q3 		$818K Buy
+21,610
New +$914K 0.02% 494
2023
Q2 		– Sell
-5,710
Closed -$211K – 804
2023
Q1 		$211K Sell
5,710
-13,015
-70% -$561K ﹤0.01% 773
2022
Q4 		$716K Buy
+18,725
New +$714K 0.01% 551
2015
Q4 		– Sell
-15,608
Closed -$503K – 825
2015
Q3 		$503K Buy
+15,608
New +$466K 0.01% 647

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Martingale Asset Management's AX Position: Q2 2024 in Review

Martingale Asset Management sold out of Axos Financial (AX) in Q2 2024, closing a stake of 11,900 shares — an estimated $643K sold.

Martingale Asset Management first reported a position in AX in Q3 2015 and held it in 6 quarters. The position peaked at $841K in Q4 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • Martingale Asset Management reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • Martingale Asset Management sold 11,900 Axos Financial shares in Q2 2024, an estimated $643K.
  • Martingale Asset Management first reported a position in Axos Financial in Q3 2015 and held it in 6 quarters.
  • Martingale Asset Management's Axos Financial position peaked at $841K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on Martingale Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.