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PEAK6 Investments’s Axos Financial AX Stock Holding History

PEAK6 Investments’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
Q3 		– Sell
-3,615
Closed -$153K – 4050
2023
Q2 		$143K Buy
+3,615
New +$140K ﹤0.01% 3074
2022
Q3 		– Sell
-3,615
Closed -$143K – 4949
2022
Q2 		$143K Buy
+3,615
New +$139K ﹤0.01% 5020
2021
Q3 		– Sell
-8,585
Closed -$407K – 5140
2021
Q2 		$398K Buy
8,585
+9
+0.1% +$421 ﹤0.01% 3436
2021
Q1 		$403K Sell
8,576
-48,561
-85% -$2.19M ﹤0.01% 3395
2020
Q4 		$2.14M Buy
57,137
+28,962
+103% +$916K ﹤0.01% 1790
2020
Q3 		$657K Sell
28,175
-9,381
-25% -$214K ﹤0.01% 2616
2020
Q2 		$829K Buy
+37,556
New +$764K ﹤0.01% 2263

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

PEAK6 Investments's AX Position: Q3 2023 in Review

PEAK6 Investments sold out of Axos Financial (AX) in Q3 2023, closing a stake of 3,615 shares — an estimated $153K sold.

PEAK6 Investments first reported a position in AX in Q2 2020 and held it in 7 quarters. The position peaked at $2.14M in Q4 2020. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

  • PEAK6 Investments reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
  • PEAK6 Investments sold 3,615 Axos Financial shares in Q3 2023, an estimated $153K.
  • PEAK6 Investments first reported a position in Axos Financial in Q2 2020 and held it in 7 quarters.
  • PEAK6 Investments's Axos Financial position peaked at $2.14M in Q4 2020.
  • 261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on PEAK6 Investments's 13F filing for Q3 2023, filed 13 Nov 2023.