Susquehanna Fundamental Investments’s Axos Financial AX Stock Holding History

Susquehanna Fundamental 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
2023 Q1	–	Sell	-31,451	Closed	-$1.2M	–	952
2022 Q4	$1.2M	Sell	31,451 -50,126	-61%	-$1.91M	0.02%	609
2022 Q3	$2.79M	Buy	+81,577	New	+$3.3M	0.05%	490
2022 Q1	$2.15M	Buy	+46,250	New	+$2.44M	0.04%	556
2021 Q4	–	Sell	-16,755	Closed	-$864K	–	1432
2021 Q3	$864K	Sell	16,755 -2,687	-14%	-$127K	0.02%	928
2021 Q2	$902K	Hold	19,442	–	–	0.02%	889
2021 Q1	$914K	Hold	19,442	–	–	0.02%	925
2020 Q4	$730K	Buy	+19,442	New	+$615K	0.01%	971

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Susquehanna Fundamental Investments's AX Position: Q1 2023 in Review

Susquehanna Fundamental Investments sold out of Axos Financial (AX) in Q1 2023, closing a stake of 31,451 shares — an estimated $1.2M sold.

Susquehanna Fundamental Investments first reported a position in AX in Q4 2020 and held it in 7 quarters. The position peaked at $2.79M in Q3 2022. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

Susquehanna Fundamental Investments reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 31,451 Axos Financial shares in Q1 2023, an estimated $1.2M.
Susquehanna Fundamental Investments first reported a position in Axos Financial in Q4 2020 and held it in 7 quarters.
Susquehanna Fundamental Investments's Axos Financial position peaked at $2.79M in Q3 2022.
256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2023, filed 16 May 2023.