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TD Private Client Wealth’s Axos Financial AX Stock Holding History

TD Private Client Wealth’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
Q1 		– Sell
-202
Closed -$11K – 1222
2023
Q4 		$11K Sell
202
-215
-52% -$8.97K ﹤0.01% 1035
2023
Q3 		$15.8K Sell
417
-13,174
-97% -$557K ﹤0.01% 967
2023
Q2 		$536K Buy
13,591
+12,536
+1,188% +$486K 0.02% 432
2023
Q1 		$39K Buy
+1,055
New +$45.5K ﹤0.01% 824

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

TD Private Client Wealth's AX Position: Q1 2024 in Review

TD Private Client Wealth sold out of Axos Financial (AX) in Q1 2024, closing a stake of 202 shares — an estimated $11K sold.

TD Private Client Wealth first reported a position in AX in Q1 2023 and held it in 4 quarters. The position peaked at $536K in Q2 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • TD Private Client Wealth reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • TD Private Client Wealth sold 202 Axos Financial shares in Q1 2024, an estimated $11K.
  • TD Private Client Wealth first reported a position in Axos Financial in Q1 2023 and held it in 4 quarters.
  • TD Private Client Wealth's Axos Financial position peaked at $536K in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on TD Private Client Wealth's 13F filing for Q1 2024, filed 16 Aug 2024.