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Prelude Capital Management’s Axos Financial AX Stock Holding History

Prelude Capital Management’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 		– Sell
-5,172
Closed -$296K – 1279
2024
Q2 		$296K Sell
5,172
-5,263
-50% -$286K 0.02% 801
2024
Q1 		$564K Buy
10,435
+6,559
+169% +$345K 0.03% 587
2023
Q4 		$212K Sell
3,876
-2,698
-41% -$113K 0.01% 921
2023
Q3 		$249K Buy
+6,574
New +$278K 0.02% 778
2023
Q2 		– Sell
-14,465
Closed -$534K – 1125
2023
Q1 		$534K Buy
+14,465
New +$624K 0.03% 440
2020
Q4 		– Sell
-236
Closed -$6K – 1304
2020
Q3 		$6K Buy
+236
New +$5.39K ﹤0.01% 1525
2020
Q1 		– Sell
-682
Closed -$21K – 1438
2019
Q4 		$21K Buy
+682
New +$19.9K ﹤0.01% 1578
2016
Q1 		– Sell
-150
Closed -$3K – 1253
2015
Q4 		$3K Buy
+150
New +$3.53K ﹤0.01% 1359

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

Prelude Capital Management's AX Position: Q3 2024 in Review

Prelude Capital Management sold out of Axos Financial (AX) in Q3 2024, closing a stake of 5,172 shares — an estimated $296K sold.

Prelude Capital Management first reported a position in AX in Q4 2015 and held it in 8 quarters. The position peaked at $564K in Q1 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Prelude Capital Management reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Prelude Capital Management sold 5,172 Axos Financial shares in Q3 2024, an estimated $296K.
  • Prelude Capital Management first reported a position in Axos Financial in Q4 2015 and held it in 8 quarters.
  • Prelude Capital Management's Axos Financial position peaked at $564K in Q1 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.