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Patriot Financial Group Insurance Agency’s Axos Financial AX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-10
Closed – – 525
2022
Q2 		$0 Hold
10
– – ﹤0.01% 2007
2022
Q1 		$0 Sell
10
-27
-73% -$1.43K ﹤0.01% 2044
2021
Q4 		$2K Hold
37
– – ﹤0.01% 1914
2021
Q3 		$2K Hold
37
– – ﹤0.01% 1909
2021
Q2 		$2K Hold
37
– – ﹤0.01% 1844
2021
Q1 		$2K Hold
37
– – ﹤0.01% 1749
2020
Q4 		$1K Hold
37
– – ﹤0.01% 1717
2020
Q3 		$1K Sell
37
-7
-16% -$160 ﹤0.01% 1517
2020
Q2 		$1K Buy
44
+37
+529% +$752 ﹤0.01% 1478
2020
Q1 		$0 Buy
+7
New +$176 ﹤0.01% 1566

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Axos Financial (AX) in Q3 2022, closing a stake of 10 shares.

Patriot Financial Group Insurance Agency first reported a position in AX in Q1 2020 and held it in 10 quarters. The position peaked at $2K in Q4 2021. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Axos Financial position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10 Axos Financial shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Axos Financial in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Axos Financial position peaked at $2K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.