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Prudent Man Advisors’s Axos Financial AX Stock Holding History

Prudent Man 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
2023
Q1 		– Sell
-5,541
Closed -$212K – 204
2022
Q4 		$212K Buy
+5,541
New +$211K 0.09% 181
2022
Q2 		– Sell
-5,055
Closed -$235K – 165
2022
Q1 		$235K Sell
5,055
-233
-4% -$12.3K 0.1% 153
2021
Q4 		$296K Sell
5,288
-858
-14% -$48K 0.11% 136
2021
Q3 		$317K Sell
6,146
-30
-0.5% -$1.42K 0.12% 134
2021
Q2 		$287K Sell
6,176
-2,709
-30% -$127K 0.11% 148
2021
Q1 		$418K Buy
8,885
+2
+0% +$90 0.18% 106
2020
Q4 		$333K Sell
8,883
-38
-0.4% -$1.2K 0.14% 120
2020
Q3 		$208K Buy
+8,921
New +$204K 0.11% 148

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudent Man Advisors's AX Position: Q1 2023 in Review

Prudent Man Advisors sold out of Axos Financial (AX) in Q1 2023, closing a stake of 5,541 shares — an estimated $212K sold.

Prudent Man Advisors first reported a position in AX in Q3 2020 and held it in 8 quarters. The position peaked at $418K in Q1 2021. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

  • Prudent Man Advisors reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 5,541 Axos Financial shares in Q1 2023, an estimated $212K.
  • Prudent Man Advisors first reported a position in Axos Financial in Q3 2020 and held it in 8 quarters.
  • Prudent Man Advisors's Axos Financial position peaked at $418K in Q1 2021.
  • 256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.