PFG Advisors’s Axos Financial AX Stock Holding History

PFG Advisors’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 Q1	–	Sell	-9,100	Closed	-$509K	–	419
2021 Q4	$509K	Buy	+9,100	New	+$509K	0.05%	347

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

PFG Advisors's AX Position: Q1 2022 in Review

PFG Advisors sold out of Axos Financial (AX) in Q1 2022, closing a stake of 9,100 shares — an estimated $509K sold.

PFG Advisors first reported a position in AX in Q4 2021 and held it in 1 quarter. The position peaked at $509K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

PFG Advisors reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
PFG Advisors sold 9,100 Axos Financial shares in Q1 2022, an estimated $509K.
PFG Advisors first reported a position in Axos Financial in Q4 2021 and held it in 1 quarter.
PFG Advisors's Axos Financial position peaked at $509K in Q4 2021.
249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on PFG Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.