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Raymond James Financial Services Advisors’s Axos Financial AX Stock Holding History

Raymond James Financial Services 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
2016
Q3 		– Sell
-10,600
Closed -$2K – 2312
2016
Q2 		$2K Buy
+10,600
New +$199K ﹤0.01% 2278

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 $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

Raymond James Financial Services Advisors's AX Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Axos Financial (AX) stake by 6.8% in Q3 2024, selling an estimated $54.3K and leaving 11,388 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Raymond James Financial Services Advisors first reported a position in AX in Q2 2016 and has held it in 32 quarters since. The position peaked at $2.14M in Q2 2022. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,388 shares of Axos Financial worth $716K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 826 Axos Financial shares in Q3 2024, an estimated $54.3K.
  • Axos Financial made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2385 holding.
  • Raymond James Financial Services Advisors first reported a position in Axos Financial in Q2 2016 and has held it in 32 quarters since.
  • Raymond James Financial Services Advisors's Axos Financial position peaked at $2.14M in Q2 2022.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.