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Meeder Asset Management’s Axos Financial AX Stock Holding History

Meeder 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
2022
Q4 		– Sell
-58
Closed -$2K – 885
2022
Q3 		$2K Hold
58
– – ﹤0.01% 1786
2022
Q2 		$2K Sell
58
-67
-54% -$2.58K ﹤0.01% 1866
2022
Q1 		$6K Buy
+125
New +$6.6K ﹤0.01% 1716
2021
Q4 		– Sell
-130
Closed -$7K – 1251
2021
Q3 		$7K Hold
130
– – ﹤0.01% 1785
2021
Q2 		$6K Sell
130
-811
-86% -$37.9K ﹤0.01% 1861
2021
Q1 		$45K Buy
941
+837
+805% +$37.7K ﹤0.01% 1141
2020
Q4 		$4K Buy
104
+15
+17% +$474 ﹤0.01% 1259
2020
Q3 		$2K Buy
89
+39
+78% +$891 ﹤0.01% 1804
2020
Q2 		$1K Buy
+50
New +$1.02K ﹤0.01% 1858
2017
Q2 		– Sell
-155
Closed -$4K – 1652
2017
Q1 		$4K Buy
+155
New +$4.48K ﹤0.01% 1146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Meeder Asset Management's AX Position: Q4 2022 in Review

Meeder Asset Management sold out of Axos Financial (AX) in Q4 2022, closing a stake of 58 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in AX in Q1 2017 and held it in 10 quarters. The position peaked at $45K in Q1 2021. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Meeder Asset Management reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 58 Axos Financial shares in Q4 2022, an estimated $2K.
  • Meeder Asset Management first reported a position in Axos Financial in Q1 2017 and held it in 10 quarters.
  • Meeder Asset Management's Axos Financial position peaked at $45K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.