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Redwood Wealth Management Group’s Axos Financial AX Stock Holding History

Redwood Wealth Management Group’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
-189
Closed -$10.8K – 240
2024
Q2 		$10.8K Buy
+189
New +$10.3K 0.01% 566

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

Redwood Wealth Management Group's AX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Axos Financial (AX) in Q3 2024, closing a stake of 189 shares — an estimated $10.8K sold.

Redwood Wealth Management Group first reported a position in AX in Q2 2024 and held it in 1 quarter. The position peaked at $10.8K in Q2 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 189 Axos Financial shares in Q3 2024, an estimated $10.8K.
  • Redwood Wealth Management Group first reported a position in Axos Financial in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Axos Financial position peaked at $10.8K in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.