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New Century Advisors’s Axos Financial AX Stock Holding History

New Century Advisors’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
Q3 		$24K Buy
701
+12
+2% +$486 0.03% 90
2022
Q2 		$25K Buy
689
+249
+57% +$9.57K 0.03% 80
2022
Q1 		$20K Buy
440
+60
+16% +$3.17K 0.02% 96
2021
Q4 		$21K Buy
+380
New +$21.3K 0.02% 98

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

New Century Advisors's AX Position: Q3 2022 in Review

New Century Advisors increased its Axos Financial (AX) stake by 1.7% in Q3 2022, buying an estimated $486 and bringing the position to 701 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #90.

New Century Advisors first reported a position in AX in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q2 2022. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • New Century Advisors held 701 shares of Axos Financial worth $24K as of Q3 2022.
  • New Century Advisors bought 12 Axos Financial shares in Q3 2022, an estimated $486.
  • Axos Financial made up 0.03% of New Century Advisors's portfolio in Q3 2022, its #90 holding.
  • New Century Advisors first reported a position in Axos Financial in Q4 2021 and has held it in 4 quarters since.
  • New Century Advisors's Axos Financial position peaked at $25K in Q2 2022.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on New Century Advisors's 13F filing for Q3 2022, filed 13 Oct 2022.