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Prospera Financial Services’s Axos Financial AX Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-288
Closed -$13K – 1684
2022
Q1 		$13K Buy
+288
New +$15.2K ﹤0.01% 1908

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
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

Prospera Financial Services's AX Position: Q2 2022 in Review

Prospera Financial Services sold out of Axos Financial (AX) in Q2 2022, closing a stake of 288 shares — an estimated $13K sold.

Prospera Financial Services first reported a position in AX in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Prospera Financial Services reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 288 Axos Financial shares in Q2 2022, an estimated $13K.
  • Prospera Financial Services first reported a position in Axos Financial in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Axos Financial position peaked at $13K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.