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Scout Investments’s Axos Financial AX Stock Holding History

Scout Investments’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 		$6.96M Sell
108,497
-17,526
-14% -$1.15M 0.18% 148
2024
Q2 		$7.2M Sell
126,023
-12,036
-9% -$655K 0.19% 152
2024
Q1 		$7.24M Sell
138,059
-8,790
-6% -$462K 0.18% 157
2023
Q4 		$8.02M Buy
146,849
+3,848
+3% +$161K 0.2% 155
2023
Q3 		$5.35M Sell
143,001
-4,158
-3% -$176K 0.12% 179
2023
Q2 		$6.94M Sell
147,159
-64,016
-30% -$2.48M 0.14% 174
2023
Q1 		$7.8M Sell
211,175
-2,404
-1% -$104K 0.16% 164
2022
Q4 		$8.16M Buy
213,579
+5,839
+3% +$223K 0.17% 147
2022
Q3 		$7.11M Sell
207,740
-5,886
-3% -$238K 0.15% 163
2022
Q2 		$7.66M Buy
213,626
+37,288
+21% +$1.43M 0.15% 166
2022
Q1 		$8.18M Sell
176,338
-249
-0.1% -$13.2K 0.13% 172
2021
Q4 		$9.87M Sell
176,587
-3,974
-2% -$222K 0.14% 184
2021
Q3 		$9.31M Sell
180,561
-2,009
-1% -$95.3K 0.14% 204
2021
Q2 		$8.47M Sell
182,570
-15,327
-8% -$716K 0.13% 212
2021
Q1 		$9.3M Buy
197,897
+18,176
+10% +$819K 0.14% 221
2020
Q4 		$6.75M Buy
179,721
+5,000
+3% +$158K 0.12% 242
2020
Q3 		$4.07M Sell
174,721
-4,783
-3% -$109K 0.09% 249
2020
Q2 		$3.96M Sell
179,504
-1,928
-1% -$39.2K 0.09% 237
2020
Q1 		$3.29M Sell
181,432
-10,518
-5% -$264K 0.1% 221
2019
Q4 		$5.81M Sell
191,950
-3,700
-2% -$108K 0.11% 204
2019
Q3 		$5.41M Sell
195,650
-13,732
-7% -$370K 0.11% 201
2019
Q2 		$5.71M Buy
209,382
+81,530
+64% +$2.4M 0.11% 197
2019
Q1 		$3.7M Sell
127,852
-4,141
-3% -$124K 0.08% 209
2018
Q4 		$3.32M Sell
131,993
-548
-0.4% -$16.5K 0.08% 193
2018
Q3 		$4.56M Buy
132,541
+2,765
+2% +$106K 0.09% 200
2018
Q2 		$5.31M Sell
129,776
-1,774
-1% -$73.7K 0.12% 182
2018
Q1 		$5.33M Buy
131,550
+10,100
+8% +$368K 0.13% 192
2017
Q4 		$3.63M Buy
121,450
+5,100
+4% +$139K 0.09% 216
2017
Q3 		$3.31M Sell
116,350
-50
-0% -$1.31K 0.09% 206
2017
Q2 		$2.76M Buy
116,400
+50,950
+78% +$1.21M 0.08% 228
2017
Q1 		$1.71M Buy
+65,450
New +$1.89M 0.05% 250

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

Scout Investments's AX Position: Q3 2024 in Review

Scout Investments reduced its Axos Financial (AX) stake by 14% in Q3 2024, selling an estimated $1.15M and leaving 108,497 shares worth $6.96M. The position accounts for 0.18% of the portfolio, ranked #148.

Scout Investments first reported a position in AX in Q1 2017 and has held it in 31 quarters since. The position peaked at $9.87M in Q4 2021. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Scout Investments held 108,497 shares of Axos Financial worth $6.96M as of Q3 2024.
  • Scout Investments sold 17,526 Axos Financial shares in Q3 2024, an estimated $1.15M.
  • Axos Financial made up 0.18% of Scout Investments's portfolio in Q3 2024, its #148 holding.
  • Scout Investments first reported a position in Axos Financial in Q1 2017 and has held it in 31 quarters since.
  • Scout Investments's Axos Financial position peaked at $9.87M in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.