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SYSTM Wealth Solutions’s Axos Financial AX Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-19
Closed -$1.03K – 686
2024
Q1 		$1.03K Hold
19
– – ﹤0.01% 949
2023
Q4 		$1.04K Buy
+19
New +$793 ﹤0.01% 985

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SYSTM Wealth Solutions's AX Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Axos Financial (AX) in Q2 2024, closing a stake of 19 shares — an estimated $1.03K sold.

SYSTM Wealth Solutions first reported a position in AX in Q4 2023 and held it in 2 quarters. The position peaked at $1.04K in Q4 2023. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19 Axos Financial shares in Q2 2024, an estimated $1.03K.
  • SYSTM Wealth Solutions first reported a position in Axos Financial in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Axos Financial position peaked at $1.04K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.