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Tucker Asset Management’s Axos Financial AX Stock Holding History

Tucker Asset 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
2024
Q3 		– Sell
-81
Closed -$4.63K – 1476
2024
Q2 		$4.63K Buy
+81
New +$4.41K ﹤0.01% 1086
2023
Q1 		– Sell
-11
Closed -$429 – 1185
2022
Q4 		$429 Hold
11
– – ﹤0.01% 715
2022
Q3 		$429 Buy
+11
New +$445 ﹤0.01% 750

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tucker Asset Management's AX Position: Q3 2024 in Review

Tucker Asset Management sold out of Axos Financial (AX) in Q3 2024, closing a stake of 81 shares — an estimated $4.63K sold.

Tucker Asset Management first reported a position in AX in Q3 2022 and held it in 3 quarters. The position peaked at $4.63K in Q2 2024. 334 funds tracked by Wall St. Rank hold AX as of Q3 2024.

  • Tucker Asset Management reported no remaining Axos Financial position as of Q3 2024 after selling out during the quarter.
  • Tucker Asset Management sold 81 Axos Financial shares in Q3 2024, an estimated $4.63K.
  • Tucker Asset Management first reported a position in Axos Financial in Q3 2022 and held it in 3 quarters.
  • Tucker Asset Management's Axos Financial position peaked at $4.63K in Q2 2024.
  • 334 funds tracked by Wall St. Rank held Axos Financial as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.