Massachusetts Financial Services
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Massachusetts Financial Services’s Axos Financial AX Stock Holding History

Massachusetts Financial Services’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
Q1 		– Sell
-4,799
Closed -$262K – 844
2023
Q4 		$262K Buy
+4,799
New +$200K ﹤0.01% 825
2016
Q4 		– Sell
-39,540
Closed -$886K – 859
2016
Q3 		$886K Buy
39,540
+9,162
+30% +$178K ﹤0.01% 774
2016
Q2 		$538K Sell
30,378
-1,885
-6% -$35.4K ﹤0.01% 781
2016
Q1 		$688K Sell
32,263
-1,257
-4% -$22.8K ﹤0.01% 751
2015
Q4 		$706K Buy
+33,520
New +$789K ﹤0.01% 761

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Massachusetts Financial Services's AX Position: Q1 2024 in Review

Massachusetts Financial Services sold out of Axos Financial (AX) in Q1 2024, closing a stake of 4,799 shares — an estimated $262K sold.

Massachusetts Financial Services first reported a position in AX in Q4 2015 and held it in 5 quarters. The position peaked at $886K in Q3 2016. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • Massachusetts Financial Services reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 4,799 Axos Financial shares in Q1 2024, an estimated $262K.
  • Massachusetts Financial Services first reported a position in Axos Financial in Q4 2015 and held it in 5 quarters.
  • Massachusetts Financial Services's Axos Financial position peaked at $886K in Q3 2016.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on Massachusetts Financial Services's 13F filing for Q1 2024, filed 14 May 2024.