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Pictet Asset Management (Switzerland)’s Axos Financial AX Stock Holding History

Pictet Asset Management (Switzerland)’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
Q2 		$238K Sell
6,045
-1,082
-15% -$41.9K ﹤0.01% 1637
2023
Q1 		$263K Buy
7,127
+1,100
+18% +$47.5K ﹤0.01% 1579
2022
Q4 		$230K Buy
+6,027
New +$230K ﹤0.01% 1650

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s AX Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its Axos Financial (AX) stake by 15% in Q2 2023, selling an estimated $41.9K and leaving 6,045 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Pictet Asset Management (Switzerland) first reported a position in AX in Q4 2022 and has held it in 3 quarters since. The position peaked at $263K in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

  • Pictet Asset Management (Switzerland) held 6,045 shares of Axos Financial worth $238K as of Q2 2023.
  • Pictet Asset Management (Switzerland) sold 1,082 Axos Financial shares in Q2 2023, an estimated $41.9K.
  • Axos Financial made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1637 holding.
  • Pictet Asset Management (Switzerland) first reported a position in Axos Financial in Q4 2022 and has held it in 3 quarters since.
  • Pictet Asset Management (Switzerland)'s Axos Financial position peaked at $263K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.