Panagora Asset Management’s Axos Financial AX Stock Holding History

Panagora Asset 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
2023 Q2	–	Sell	-15,931	Closed	-$588K	–	1271
2023 Q1	$588K	Hold	15,931	–	–	﹤0.01%	1056
2022 Q4	$609K	Sell	15,931 -3,827	-19%	-$146K	﹤0.01%	1080
2022 Q3	$676K	Buy	+19,758	New	+$800K	﹤0.01%	1031
2020 Q3	–	Sell	-8,476	Closed	-$187K	–	2695
2020 Q2	$187K	Hold	8,476	–	–	﹤0.01%	1557
2020 Q1	$154K	Buy	+8,476	New	+$213K	﹤0.01%	1543
2017 Q1	–	Sell	-106,313	Closed	-$3.04M	–	2376
2016 Q4	$3.04M	Sell	106,313 -64,394	-38%	-$1.53M	0.01%	721
2016 Q3	$3.82M	Buy	170,707 +101,100	+145%	+$1.96M	0.02%	642
2016 Q2	$1.23M	Hold	69,607	–	–	0.01%	1039
2016 Q1	$1.49M	Buy	+69,607	New	+$1.26M	0.01%	964

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

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

DAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Panagora Asset Management's AX Position: Q2 2023 in Review

Panagora Asset Management sold out of Axos Financial (AX) in Q2 2023, closing a stake of 15,931 shares — an estimated $588K sold.

Panagora Asset Management first reported a position in AX in Q1 2016 and held it in 9 quarters. The position peaked at $3.82M in Q3 2016. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

Panagora Asset Management reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
Panagora Asset Management sold 15,931 Axos Financial shares in Q2 2023, an estimated $588K.
Panagora Asset Management first reported a position in Axos Financial in Q1 2016 and held it in 9 quarters.
Panagora Asset Management's Axos Financial position peaked at $3.82M in Q3 2016.
260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.