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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
2024
Q3 		$3.63M Buy
57,700
+13,000
+29% +$854K 0.01% 1133
2024
Q2 		$2.55M Buy
+44,700
New +$2.43M 0.01% 1208
2024
Q1 		– Sell
-35,000
Closed -$1.91M – 4027
2023
Q4 		$1.91M Buy
35,000
+24,500
+233% +$1.02M 0.01% 1561
2023
Q3 		$398K Buy
10,500
+1,900
+22% +$80.4K ﹤0.01% 2555
2023
Q2 		$339K Buy
+8,600
New +$333K ﹤0.01% 2493
2022
Q3 		– Sell
-8,600
Closed -$339K – 4948
2022
Q2 		$339K Buy
+8,600
New +$331K ﹤0.01% 4230
2022
Q1 		– Sell
-14,400
Closed -$805K – 5183
2021
Q4 		$805K Buy
14,400
+14,200
+7,100% +$794K ﹤0.01% 2747
2021
Q3 		$10K Buy
+200
New +$9.49K ﹤0.01% 4862
2021
Q2 		– Sell
-4,800
Closed -$226K – 5106
2021
Q1 		$226K Hold
4,800
– – ﹤0.01% 3849
2020
Q4 		$180K Buy
+4,800
New +$152K ﹤0.01% 3791
2020
Q2 		– Sell
-27,000
Closed -$490K – 4355
2020
Q1 		$490K Buy
+27,000
New +$679K ﹤0.01% 2094
2019
Q1 		– Sell
-202,100
Closed -$5.09M – 3801
2018
Q4 		$5.09M Sell
202,100
-13,500
-6% -$407K 0.03% 623
2018
Q3 		$7.41M Buy
+215,600
New +$8.28M 0.03% 594

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.