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Timber Creek Capital Management’s Axos Financial AX Stock Holding History

Timber Creek 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
2022
Q4 		– Sell
-110
Closed -$3K – 135
2022
Q3 		$3K Hold
110
– – ﹤0.01% 131
2022
Q2 		$3K Hold
110
– – ﹤0.01% 124
2022
Q1 		$5K Buy
+110
New +$5.81K ﹤0.01% 120

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Timber Creek Capital Management's AX Position: Q4 2022 in Review

Timber Creek Capital Management sold out of Axos Financial (AX) in Q4 2022, closing a stake of 110 shares — an estimated $3K sold.

Timber Creek Capital Management first reported a position in AX in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

  • Timber Creek Capital Management reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
  • Timber Creek Capital Management sold 110 Axos Financial shares in Q4 2022, an estimated $3K.
  • Timber Creek Capital Management first reported a position in Axos Financial in Q1 2022 and held it in 3 quarters.
  • Timber Creek Capital Management's Axos Financial position peaked at $5K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Timber Creek Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.