Safeguard Financial’s Axos Financial AX Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-128	Closed	-$5K	–	108
2023 Q2	$5K	Buy	+128	New	+$4.96K	﹤0.01%	391

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Safeguard Financial's AX Position: Q3 2023 in Review

Safeguard Financial sold out of Axos Financial (AX) in Q3 2023, closing a stake of 128 shares — an estimated $5K sold.

Safeguard Financial first reported a position in AX in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 261 funds tracked by Wall St. Rank hold AX as of Q3 2023.

Safeguard Financial reported no remaining Axos Financial position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 128 Axos Financial shares in Q3 2023, an estimated $5K.
Safeguard Financial first reported a position in Axos Financial in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Axos Financial position peaked at $5K in Q2 2023.
261 funds tracked by Wall St. Rank held Axos Financial as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.