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Olympiad Research’s Axos Financial AX Stock Holding History

Olympiad Research’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
Q3 		– Sell
-4,745
Closed -$271K – 331
2024
Q2 		$271K Sell
4,745
-4,179
-47% -$227K 0.2% 186
2024
Q1 		$482K Buy
8,924
+5,048
+130% +$266K 0.32% 81
2023
Q4 		$212K Sell
3,876
-2,698
-41% -$113K 0.17% 266
2023
Q3 		$249K Buy
+6,574
New +$278K 0.24% 189
2020
Q3 		– Sell
-9,347
Closed -$206K – 353
2020
Q2 		$206K Buy
+9,347
New +$190K 0.15% 211

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Olympiad Research's AX Position: Q3 2024 in Review

Olympiad Research sold out of Axos Financial (AX) in Q3 2024, closing a stake of 4,745 shares — an estimated $271K sold.

Olympiad Research first reported a position in AX in Q2 2020 and held it in 5 quarters. The position peaked at $482K in Q1 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Olympiad Research reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Olympiad Research sold 4,745 Axos Financial shares in Q3 2024, an estimated $271K.
  • Olympiad Research first reported a position in Axos Financial in Q2 2020 and held it in 5 quarters.
  • Olympiad Research's Axos Financial position peaked at $482K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Olympiad Research's 13F filing for Q3 2024, filed 31 Oct 2024.