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MinichMacGregor Wealth Management’s Axos Financial AX Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-20
Closed -$764 – 140
2022
Q4 		$764 Buy
+20
New +$762 ﹤0.01% 650

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MinichMacGregor Wealth Management's AX Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Axos Financial (AX) in Q1 2023, closing a stake of 20 shares — an estimated $764 sold.

MinichMacGregor Wealth Management first reported a position in AX in Q4 2022 and held it in 1 quarter. The position peaked at $764 in Q4 2022. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 20 Axos Financial shares in Q1 2023, an estimated $764.
  • MinichMacGregor Wealth Management first reported a position in Axos Financial in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Axos Financial position peaked at $764 in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.