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New York Life Investment Management’s Axos Financial AX Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-9,353
Closed -$511K – 1348
2023
Q4 		$511K Sell
9,353
-291
-3% -$12.1K 0.01% 823
2023
Q3 		$365K Sell
9,644
-1,519
-14% -$64.2K ﹤0.01% 971
2023
Q2 		$440K Sell
11,163
-1,246
-10% -$48.3K ﹤0.01% 841
2023
Q1 		$458K Buy
+12,409
New +$535K 0.01% 1130

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

New York Life Investment Management's AX Position: Q1 2024 in Review

New York Life Investment Management sold out of Axos Financial (AX) in Q1 2024, closing a stake of 9,353 shares — an estimated $511K sold.

New York Life Investment Management first reported a position in AX in Q1 2023 and held it in 4 quarters. The position peaked at $511K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • New York Life Investment Management reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 9,353 Axos Financial shares in Q1 2024, an estimated $511K.
  • New York Life Investment Management first reported a position in Axos Financial in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's Axos Financial position peaked at $511K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.