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	$968K	Sell	15,400 -33,600	-69%	-$2.21M	﹤0.01%	1931
2024 Q2	$2.8M	Buy	49,000 +10,500	+27%	+$571K	0.01%	1161
2024 Q1	$2.08M	Sell	38,500 -4,700	-11%	-$247K	0.01%	1403
2023 Q4	$2.36M	Buy	43,200 +24,000	+125%	+$1M	0.01%	1384
2023 Q3	$727K	Sell	19,200 -1,200	-6%	-$50.8K	﹤0.01%	2075
2023 Q2	$805K	Buy	+20,400	New	+$791K	﹤0.01%	1863
2022 Q3	–	Sell	-20,400	Closed	-$805K	–	4950
2022 Q2	$805K	Buy	+20,400	New	+$784K	﹤0.01%	3305
2021 Q4	–	Sell	-37,700	Closed	-$1.94M	–	5086
2021 Q3	$1.94M	Hold	37,700	–	–	﹤0.01%	1998
2021 Q2	$1.75M	Hold	37,700	–	–	﹤0.01%	2027
2021 Q1	$1.77M	Buy	+37,700	New	+$1.7M	﹤0.01%	2010
2018 Q4	–	Sell	-16,500	Closed	-$567K	–	3991
2018 Q3	$567K	Buy	+16,500	New	+$634K	﹤0.01%	2461

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

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 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.