MFAM
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Motley Fool Asset Management’s Axos Financial AX Stock Holding History

Motley Fool 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
Q1 		– Sell
-28
Closed -$2K – 229
2021
Q4 		$2K Buy
+28
New +$1.57K ﹤0.01% 277

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
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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Motley Fool Asset Management's AX Position: Q1 2022 in Review

Motley Fool Asset Management sold out of Axos Financial (AX) in Q1 2022, closing a stake of 28 shares — an estimated $2K sold.

Motley Fool Asset Management first reported a position in AX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Motley Fool Asset Management reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • Motley Fool Asset Management sold 28 Axos Financial shares in Q1 2022, an estimated $2K.
  • Motley Fool Asset Management first reported a position in Axos Financial in Q4 2021 and held it in 1 quarter.
  • Motley Fool Asset Management's Axos Financial position peaked at $2K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Motley Fool Asset Management's 13F filing for Q1 2022, filed 4 May 2022.