MCC
AX icon

Money Concepts Capital’s Axos Financial AX Stock Holding History

Money Concepts Capital’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
-7
Closed -$268 – 649
2022
Q4 		$268 Buy
+7
New +$267 ﹤0.01% 3077
2022
Q2 		– Sell
-7
Closed – – 1520
2022
Q1 		$0 Buy
+7
New +$370 ﹤0.01% 2670

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

Money Concepts Capital's AX Position: Q1 2023 in Review

Money Concepts Capital sold out of Axos Financial (AX) in Q1 2023, closing a stake of 7 shares — an estimated $268 sold.

Money Concepts Capital first reported a position in AX in Q1 2022 and held it in 2 quarters. The position peaked at $268 in Q4 2022. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

  • Money Concepts Capital reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7 Axos Financial shares in Q1 2023, an estimated $268.
  • Money Concepts Capital first reported a position in Axos Financial in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Axos Financial position peaked at $268 in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.