OQS
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Occudo Quantitative Strategies’s Axos Financial AX Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-6,045
Closed -$380K – 677
2024
Q3 		$380K Buy
+6,045
New +$397K 0.07% 358
2024
Q1 		– Sell
-11,484
Closed -$627K – 739
2023
Q4 		$627K Buy
+11,484
New +$479K 0.09% 321
2022
Q4 		– Sell
-38,980
Closed -$1.33M – 964
2022
Q3 		$1.33M Buy
38,980
+10,839
+39% +$439K 0.1% 293
2022
Q2 		$1.01M Buy
28,141
+22,175
+372% +$852K 0.08% 380
2022
Q1 		$277K Buy
+5,966
New +$315K 0.02% 842
2021
Q3 		– Sell
-13,821
Closed -$641K – 1005
2021
Q2 		$641K Buy
+13,821
New +$646K 0.1% 340

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's AX Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Axos Financial (AX) in Q4 2024, closing a stake of 6,045 shares — an estimated $380K sold.

Occudo Quantitative Strategies first reported a position in AX in Q2 2021 and held it in 6 quarters. The position peaked at $1.33M in Q3 2022. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Occudo Quantitative Strategies reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,045 Axos Financial shares in Q4 2024, an estimated $380K.
  • Occudo Quantitative Strategies first reported a position in Axos Financial in Q2 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Axos Financial position peaked at $1.33M in Q3 2022.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.