TCI Wealth Advisors’s Axos Financial AX Stock Holding History

TCI 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 Q2	–	Sell	-402	Closed	-$14.8K	–	391
2023 Q1	$14.8K	Hold	402	–	–	﹤0.01%	856
2022 Q4	$15.4K	Hold	402	–	–	﹤0.01%	823
2022 Q3	$14K	Buy	402 +4	+1%	+$162	﹤0.01%	819
2022 Q2	$14K	Buy	398 +191	+92%	+$7.34K	﹤0.01%	795
2022 Q1	$10K	Sell	207 -18	-8%	-$951	﹤0.01%	1077
2021 Q4	$13K	Buy	225 +18	+9%	+$1.01K	﹤0.01%	956
2021 Q3	$11K	Buy	207 +37	+22%	+$1.76K	﹤0.01%	1015
2021 Q2	$8K	Buy	170 +63	+59%	+$2.94K	﹤0.01%	1085
2021 Q1	$5K	Hold	107	–	–	﹤0.01%	1219
2020 Q4	$4K	Hold	107	–	–	﹤0.01%	935
2020 Q3	$2K	Hold	107	–	–	﹤0.01%	1074
2020 Q2	$2K	Hold	107	–	–	﹤0.01%	1026
2020 Q1	$2K	Hold	107	–	–	﹤0.01%	974
2019 Q4	$3K	Hold	107	–	–	﹤0.01%	994
2019 Q3	$3K	Hold	107	–	–	﹤0.01%	925
2019 Q2	$3K	Hold	107	–	–	﹤0.01%	871
2019 Q1	$3K	Hold	107	–	–	﹤0.01%	897
2018 Q4	$3K	Hold	107	–	–	﹤0.01%	875
2018 Q3	$4K	Hold	107	–	–	﹤0.01%	829
2018 Q2	$4K	Hold	107	–	–	﹤0.01%	826
2018 Q1	$4K	Hold	107	–	–	﹤0.01%	766
2017 Q4	$3K	Hold	107	–	–	﹤0.01%	883
2017 Q3	$3K	Hold	107	–	–	﹤0.01%	827
2017 Q2	$3K	Hold	107	–	–	﹤0.01%	856
2017 Q1	$3K	Hold	107	–	–	﹤0.01%	827
2016 Q4	$3K	Hold	107	–	–	﹤0.01%	892
2016 Q3	$2K	Hold	107	–	–	﹤0.01%	943
2016 Q2	$2K	Buy	+107	New	+$2.01K	﹤0.01%	908

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

DAM

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

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

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

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

TCI Wealth Advisors's AX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Axos Financial (AX) in Q2 2023, closing a stake of 402 shares — an estimated $14.8K sold.

TCI Wealth Advisors first reported a position in AX in Q2 2016 and held it in 28 quarters. The position peaked at $15.4K in Q4 2022. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

TCI Wealth Advisors reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 402 Axos Financial shares in Q2 2023, an estimated $14.8K.
TCI Wealth Advisors first reported a position in Axos Financial in Q2 2016 and held it in 28 quarters.
TCI Wealth Advisors's Axos Financial position peaked at $15.4K in Q4 2022.
260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.