TFO
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Tarbox Family Office’s Axos Financial AX Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-86
Closed -$4K – 198
2022
Q1 		$4K Hold
86
– – ﹤0.01% 569
2021
Q4 		$5K Hold
86
– – ﹤0.01% 588
2021
Q3 		$4K Hold
86
– – ﹤0.01% 683
2021
Q2 		$4K Hold
86
– – ﹤0.01% 686
2021
Q1 		$4K Hold
86
– – ﹤0.01% 613
2020
Q4 		$3K Hold
86
– – ﹤0.01% 653
2020
Q3 		$2K Hold
86
– – ﹤0.01% 717
2020
Q2 		$2K Buy
+86
New +$1.75K ﹤0.01% 712
2020
Q1 		– Sell
-50
Closed -$2K – 1123
2019
Q4 		$2K Hold
50
– – ﹤0.01% 764
2019
Q3 		$1K Hold
50
– – ﹤0.01% 868
2019
Q2 		$1K Buy
+50
New +$1.47K ﹤0.01% 890

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Tarbox Family Office's AX Position: Q2 2022 in Review

Tarbox Family Office sold out of Axos Financial (AX) in Q2 2022, closing a stake of 86 shares — an estimated $4K sold.

Tarbox Family Office first reported a position in AX in Q2 2019 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

  • Tarbox Family Office reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 86 Axos Financial shares in Q2 2022, an estimated $4K.
  • Tarbox Family Office first reported a position in Axos Financial in Q2 2019 and held it in 11 quarters.
  • Tarbox Family Office's Axos Financial position peaked at $5K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.