MFT
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Moisand Fitzgerald Tamayo’s Axos Financial AX Stock Holding History

Moisand Fitzgerald Tamayo’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
Q2 		– Sell
-666
Closed -$24.6K – 750
2023
Q1 		$24.6K Buy
+666
New +$28.7K 0.01% 238

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Moisand Fitzgerald Tamayo's AX Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Axos Financial (AX) in Q2 2023, closing a stake of 666 shares — an estimated $24.6K sold.

Moisand Fitzgerald Tamayo first reported a position in AX in Q1 2023 and held it in 1 quarter. The position peaked at $24.6K in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 666 Axos Financial shares in Q2 2023, an estimated $24.6K.
  • Moisand Fitzgerald Tamayo first reported a position in Axos Financial in Q1 2023 and held it in 1 quarter.
  • Moisand Fitzgerald Tamayo's Axos Financial position peaked at $24.6K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.