Romano Brothers & Co’s Axos Financial AX Stock Holding History

Romano Brothers & Co’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	-60	Closed	-$2.29K	–	349
2022 Q4	$2.29K	Buy	+60	New	+$2.29K	﹤0.01%	921

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Romano Brothers & Co's AX Position: Q1 2023 in Review

Romano Brothers & Co sold out of Axos Financial (AX) in Q1 2023, closing a stake of 60 shares — an estimated $2.29K sold.

Romano Brothers & Co first reported a position in AX in Q4 2022 and held it in 1 quarter. The position peaked at $2.29K in Q4 2022. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

Romano Brothers & Co reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 60 Axos Financial shares in Q1 2023, an estimated $2.29K.
Romano Brothers & Co first reported a position in Axos Financial in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Axos Financial position peaked at $2.29K in Q4 2022.
256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.