RHJA
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Rice Hall James & Associates’s Axos Financial AX Stock Holding History

Rice Hall James & Associates’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
Q4 		– Sell
-78,831
Closed -$4.96M – 253
2024
Q3 		$4.96M Sell
78,831
-255,056
-76% -$16.8M 0.27% 85
2024
Q2 		$19.1M Sell
333,887
-54,369
-14% -$2.96M 1.14% 22
2024
Q1 		$21M Sell
388,256
-69,436
-15% -$3.65M 1.2% 19
2023
Q4 		$25M Sell
457,692
-142,130
-24% -$5.93M 1.45% 16
2023
Q3 		$22.7M Sell
599,822
-11,342
-2% -$480K 1.44% 14
2023
Q2 		$24.1M Sell
611,164
-6,657
-1% -$258K 1.37% 17
2023
Q1 		$22.8M Sell
617,821
-52,127
-8% -$2.25M 1.3% 20
2022
Q4 		$25.6M Sell
669,948
-1,865
-0.3% -$71.1K 1.47% 14
2022
Q3 		$23M Sell
671,813
-156,310
-19% -$6.33M 1.33% 18
2022
Q2 		$29.7M Sell
828,123
-31,007
-4% -$1.19M 1.44% 16
2022
Q1 		$39.9M Sell
859,130
-25,575
-3% -$1.35M 1.59% 14
2021
Q4 		$49.5M Sell
884,705
-44,549
-5% -$2.49M 1.76% 15
2021
Q3 		$47.9M Sell
929,254
-16,405
-2% -$778K 1.77% 13
2021
Q2 		$43.9M Sell
945,659
-167,215
-15% -$7.81M 1.56% 17
2021
Q1 		$52.3M Sell
1,112,874
-44,138
-4% -$1.99M 1.71% 14
2020
Q4 		$43.4M Sell
1,157,012
-28,142
-2% -$890K 1.53% 17
2020
Q3 		$27.6M Buy
1,185,154
+76,477
+7% +$1.75M 1.11% 31
2020
Q2 		$24.5M Sell
1,108,677
-32,014
-3% -$651K 1.05% 30
2020
Q1 		$20.7M Sell
1,140,691
-38,535
-3% -$969K 1.16% 26
2019
Q4 		$35.7M Sell
1,179,226
-30,859
-3% -$902K 1.21% 21
2019
Q3 		$33.5M Sell
1,210,085
-21,826
-2% -$588K 1.2% 23
2019
Q2 		$33.6M Sell
1,231,911
-55,021
-4% -$1.62M 1.12% 23
2019
Q1 		$37.3M Buy
1,286,932
+75,066
+6% +$2.25M 1.2% 19
2018
Q4 		$30.5M Buy
1,211,866
+360,306
+42% +$10.9M 1.11% 23
2018
Q3 		$29.3M Sell
851,560
-23,805
-3% -$914K 1.05% 24
2018
Q2 		$35.8M Sell
875,365
-3,139
-0.4% -$130K 1.3% 14
2018
Q1 		$35.6M Sell
878,504
-7,968
-0.9% -$290K 1.39% 13
2017
Q4 		$26.5M Buy
886,472
+100,769
+13% +$2.74M 1.04% 18
2017
Q3 		$22.4M Sell
785,703
-23,949
-3% -$626K 0.99% 24
2017
Q2 		$19.2M Buy
809,652
+290,127
+56% +$6.86M 0.84% 50
2017
Q1 		$13.6M Buy
519,525
+20,290
+4% +$586K 0.66% 71
2016
Q4 		$14.3M Buy
499,235
+56,045
+13% +$1.33M 0.72% 59
2016
Q3 		$9.93M Buy
443,190
+48,286
+12% +$937K 0.52% 78
2016
Q2 		$6.99M Buy
394,904
+5,357
+1% +$101K 0.4% 85
2016
Q1 		$8.31M Buy
389,547
+19,061
+5% +$345K 0.48% 80
2015
Q4 		$7.8M Buy
370,486
+151,786
+69% +$3.57M 0.45% 80
2015
Q3 		$7.04M Sell
218,700
-30,556
-12% -$913K 0.46% 67
2015
Q2 		$6.59M Sell
249,256
-25,708
-9% -$611K 0.38% 74
2015
Q1 		$6.4M Buy
274,964
+35,356
+15% +$777K 0.37% 77
2014
Q4 		$4.66M Buy
239,608
+78,888
+49% +$1.48M 0.28% 92
2014
Q3 		$2.92M Buy
160,720
+46,396
+41% +$876K 0.2% 126
2014
Q2 		$2.1M Buy
114,324
+6,820
+6% +$134K 0.14% 183
2014
Q1 		$2.31M Buy
107,504
+12,716
+13% +$273K 0.17% 174
2013
Q4 		$1.86M Buy
94,788
+56,736
+149% +$1.02M 0.13% 188
2013
Q3 		$617K Sell
38,052
-7,860
-17% -$117K 0.06% 212
2013
Q2 		$526K Buy
+45,912
New +$477K 0.05% 220

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rice Hall James & Associates's AX Position: Q4 2024 in Review

Rice Hall James & Associates sold out of Axos Financial (AX) in Q4 2024, closing a stake of 78,831 shares — an estimated $4.96M sold.

Rice Hall James & Associates first reported a position in AX in Q2 2013 and held it in 46 quarters. The position peaked at $52.3M in Q1 2021. 355 funds tracked by Wall St. Rank hold AX as of Q4 2024.

  • Rice Hall James & Associates reported no remaining Axos Financial position as of Q4 2024 after selling out during the quarter.
  • Rice Hall James & Associates sold 78,831 Axos Financial shares in Q4 2024, an estimated $4.96M.
  • Rice Hall James & Associates first reported a position in Axos Financial in Q2 2013 and held it in 46 quarters.
  • Rice Hall James & Associates's Axos Financial position peaked at $52.3M in Q1 2021.
  • 355 funds tracked by Wall St. Rank held Axos Financial as of Q4 2024.

Based on Rice Hall James & Associates's 13F filing for Q4 2024, filed 31 Jan 2025.