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Sutton Wealth Advisors’s Axos Financial AX Stock Holding History

Sutton Wealth Advisors’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
-1,264
Closed -$48.3K – 875
2022
Q4 		$48.3K Buy
1,264
+2
+0.2% +$76 0.02% 398
2022
Q3 		$43.2K Sell
1,262
-23
-2% -$931 0.02% 410
2022
Q2 		$46.1K Buy
1,285
+351
+38% +$13.5K 0.02% 404
2022
Q1 		$43.3K Buy
934
+12
+1% +$634 0.01% 446
2021
Q4 		$51.5K Buy
922
+12
+1% +$671 0.02% 403
2021
Q3 		$46.9K Hold
910
– – 0.02% 410
2021
Q2 		$42.2K Hold
910
– – 0.02% 453
2021
Q1 		$42.8K Hold
910
– – 0.02% 433
2020
Q4 		$34.2K Hold
910
– – 0.01% 462
2020
Q3 		$21.2K Hold
910
– – 0.01% 530
2020
Q2 		$20.1K Hold
910
– – 0.01% 530
2020
Q1 		$16.5K Sell
910
-360
-28% -$9.05K 0.01% 524
2019
Q4 		$38.5K Hold
1,270
– – 0.02% 384
2019
Q3 		$35.1K Hold
1,270
– – 0.02% 401
2019
Q2 		$34.6K Hold
1,270
– – 0.02% 410
2019
Q1 		$36.8K Buy
1,270
+360
+40% +$10.8K 0.02% 380
2018
Q4 		$22.9K Hold
910
– – 0.01% 482
2018
Q3 		$31.3K Hold
910
– – 0.02% 424
2018
Q2 		$37.2K Hold
910
– – 0.03% 370
2018
Q1 		$36.9K Hold
910
– – 0.03% 359
2017
Q4 		$27.2K Hold
910
– – 0.02% 449
2017
Q3 		$25.9K Hold
910
– – 0.02% 459
2017
Q2 		$21.6K Hold
910
– – 0.02% 491
2017
Q1 		$23.8K Hold
910
– – 0.02% 451
2016
Q4 		$26K Hold
910
– – 0.02% 413
2016
Q3 		$20.4K Hold
910
– – 0.02% 455
2016
Q2 		$16.1K Buy
910
+344
+61% +$6.46K 0.02% 504
2016
Q1 		$12.1K Buy
+566
New +$10.3K 0.01% 560

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Ameriprise
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's AX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Axos Financial (AX) in Q1 2023, closing a stake of 1,264 shares — an estimated $48.3K sold.

Sutton Wealth Advisors first reported a position in AX in Q1 2016 and held it in 28 quarters. The position peaked at $51.5K in Q4 2021. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,264 Axos Financial shares in Q1 2023, an estimated $48.3K.
  • Sutton Wealth Advisors first reported a position in Axos Financial in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Axos Financial position peaked at $51.5K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.