Truvestments Capital’s Axos Financial AX Stock Holding History

Truvestments Capital’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	-$4K	–	924
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	479
2022 Q2	$4K	Buy	+110	New	+$4.23K	﹤0.01%	491
2022 Q1	–	Sell	-110	Closed	-$6K	–	212
2021 Q4	$6K	Hold	110	–	–	﹤0.01%	451
2021 Q3	$6K	Hold	110	–	–	﹤0.01%	429
2021 Q2	$5K	Sell	110 -65	-37%	-$3.04K	﹤0.01%	453
2021 Q1	$8K	Hold	175	–	–	﹤0.01%	460
2020 Q4	$6K	Buy	+175	New	+$5.53K	﹤0.01%	471
2020 Q3	–	Sell	-525	Closed	-$11K	–	342
2020 Q2	$11K	Buy	+525	New	+$10.7K	0.01%	367
2019 Q4	–	Sell	-800	Closed	-$22K	–	174
2019 Q3	$22K	Buy	800 +409	+105%	+$11K	0.01%	391
2019 Q2	$11K	Hold	391	–	–	0.01%	515
2019 Q1	$11K	Buy	+391	New	+$11.7K	0.01%	498
2018 Q3	$26K	Buy	+766	New	+$29.4K	0.01%	472

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 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

Truvestments Capital's AX Position: Q4 2022 in Review

Truvestments Capital sold out of Axos Financial (AX) in Q4 2022, closing a stake of 110 shares — an estimated $4K sold.

Truvestments Capital first reported a position in AX in Q3 2018 and held it in 12 quarters. The position peaked at $26K in Q3 2018. 244 funds tracked by Wall St. Rank hold AX as of Q4 2022.

Truvestments Capital reported no remaining Axos Financial position as of Q4 2022 after selling out during the quarter.
Truvestments Capital sold 110 Axos Financial shares in Q4 2022, an estimated $4K.
Truvestments Capital first reported a position in Axos Financial in Q3 2018 and held it in 12 quarters.
Truvestments Capital's Axos Financial position peaked at $26K in Q3 2018.
244 funds tracked by Wall St. Rank held Axos Financial as of Q4 2022.

Based on Truvestments Capital's 13F filing for Q4 2022, filed 14 Feb 2023.