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Segall Bryant & Hamill’s Axos Financial AX Stock Holding History

Segall Bryant & Hamill’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 		– Sell
-104,669
Closed -$5.98M – 565
2024
Q2 		$5.98M Buy
+104,669
New +$5.69M 0.11% 256

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

Segall Bryant & Hamill's AX Position: Q3 2024 in Review

Segall Bryant & Hamill sold out of Axos Financial (AX) in Q3 2024, closing a stake of 104,669 shares — an estimated $5.98M sold.

Segall Bryant & Hamill first reported a position in AX in Q2 2024 and held it in 1 quarter. The position peaked at $5.98M in Q2 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Segall Bryant & Hamill reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Segall Bryant & Hamill sold 104,669 Axos Financial shares in Q3 2024, an estimated $5.98M.
  • Segall Bryant & Hamill first reported a position in Axos Financial in Q2 2024 and held it in 1 quarter.
  • Segall Bryant & Hamill's Axos Financial position peaked at $5.98M in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Segall Bryant & Hamill's 13F filing for Q3 2024, filed 8 Nov 2024.