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Sageworth Trust Company of South Dakota’s Axos Financial AX Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-37
Closed -$1K – 278
2022
Q2 		$1K Sell
37
-162
-81% -$6.23K ﹤0.01% 435
2022
Q1 		$9K Sell
199
-18
-8% -$951 0.02% 207
2021
Q4 		$12K Buy
+217
New +$12.1K 0.02% 322

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Sageworth Trust Company of South Dakota's AX Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Axos Financial (AX) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in AX in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Axos Financial position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 37 Axos Financial shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Axos Financial in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Axos Financial position peaked at $12K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.