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Teza Capital Management’s Axos Financial AX Stock Holding History

Teza Capital Management’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
-5,490
Closed -$210K – 507
2022
Q4 		$210K Buy
+5,490
New +$209K 0.04% 538
2019
Q4 		– Sell
-9,257
Closed -$256K – 554
2019
Q3 		$256K Buy
+9,257
New +$249K 0.07% 419
2018
Q3 		– Sell
-7,645
Closed -$313K – 378
2018
Q2 		$313K Buy
7,645
+1,792
+31% +$74.5K 0.05% 416
2018
Q1 		$237K Sell
5,853
-1,206
-17% -$44K 0.06% 390
2017
Q4 		$211K Buy
+7,059
New +$192K 0.13% 284

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

Teza Capital Management's AX Position: Q1 2023 in Review

Teza Capital Management sold out of Axos Financial (AX) in Q1 2023, closing a stake of 5,490 shares — an estimated $210K sold.

Teza Capital Management first reported a position in AX in Q4 2017 and held it in 5 quarters. The position peaked at $313K in Q2 2018. 256 funds tracked by Wall St. Rank hold AX as of Q1 2023.

  • Teza Capital Management reported no remaining Axos Financial position as of Q1 2023 after selling out during the quarter.
  • Teza Capital Management sold 5,490 Axos Financial shares in Q1 2023, an estimated $210K.
  • Teza Capital Management first reported a position in Axos Financial in Q4 2017 and held it in 5 quarters.
  • Teza Capital Management's Axos Financial position peaked at $313K in Q2 2018.
  • 256 funds tracked by Wall St. Rank held Axos Financial as of Q1 2023.

Based on Teza Capital Management's 13F filing for Q1 2023, filed 15 May 2023.