SSG
AX icon

Summit Securities Group’s Axos Financial AX Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-1,500
Closed -$55K – 877
2023
Q1 		$55K Buy
+1,500
New +$64.7K ﹤0.01% 398

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Summit Securities Group's AX Position: Q2 2022 in Review

Summit Securities Group sold out of Axos Financial (AX) in Q2 2022, closing a stake of 100 shares — an estimated $5K sold.

Summit Securities Group first reported a position in AX in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Summit Securities Group reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 100 Axos Financial shares in Q2 2022, an estimated $5K.
  • Summit Securities Group first reported a position in Axos Financial in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's Axos Financial position peaked at $5K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.