Operose Advisors’s Axos Financial AX Stock Holding History

Operose 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
2023 Q4	–	Sell	-242	Closed	-$9.16K	–	612
2023 Q3	$9.16K	Buy	+242	New	+$10.2K	﹤0.01%	590

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Operose Advisors's AX Position: Q4 2023 in Review

Operose Advisors sold out of Axos Financial (AX) in Q4 2023, closing a stake of 242 shares — an estimated $9.16K sold.

Operose Advisors first reported a position in AX in Q3 2023 and held it in 1 quarter. The position peaked at $9.16K in Q3 2023. 302 funds tracked by Wall St. Rank hold AX as of Q4 2023.

Operose Advisors reported no remaining Axos Financial position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 242 Axos Financial shares in Q4 2023, an estimated $9.16K.
Operose Advisors first reported a position in Axos Financial in Q3 2023 and held it in 1 quarter.
Operose Advisors's Axos Financial position peaked at $9.16K in Q3 2023.
302 funds tracked by Wall St. Rank held Axos Financial as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.