TWP
AX icon

TFO Wealth Partners’s Axos Financial AX Stock Holding History

TFO Wealth Partners’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
-3
Closed -$162 – 123
2024
Q1 		$162 Hold
3
– – ﹤0.01% 538
2023
Q4 		$164 Hold
3
– – ﹤0.01% 699
2023
Q3 		$118 Hold
3
– – ﹤0.01% 950
2023
Q2 		$118 Hold
3
– – ﹤0.01% 631
2023
Q1 		$111 Sell
3
-2
-40% -$86 ﹤0.01% 623
2022
Q4 		$830 Buy
+5
New +$191 ﹤0.01% 400

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

TFO Wealth Partners's AX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Axos Financial (AX) in Q2 2024, closing a stake of 3 shares — an estimated $162 sold.

TFO Wealth Partners first reported a position in AX in Q4 2022 and held it in 6 quarters. The position peaked at $830 in Q4 2022. 318 funds tracked by Wall St. Rank hold AX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Axos Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Axos Financial shares in Q2 2024, an estimated $162.
  • TFO Wealth Partners first reported a position in Axos Financial in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Axos Financial position peaked at $830 in Q4 2022.
  • 318 funds tracked by Wall St. Rank held Axos Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.