USA Financial Formulas’s Axos Financial AX Stock Holding History

USA Financial Formulas’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 Q2	–	Sell	-1,939	Closed	-$90K	–	335
2022 Q1	$90K	Sell	1,939 -198	-9%	-$10.5K	0.1%	102
2021 Q4	$119K	Buy	+2,137	New	+$120K	0.1%	102
2021 Q2	–	Sell	-3,641	Closed	-$171K	–	378
2021 Q1	$171K	Buy	+3,641	New	+$164K	0.14%	134
2018 Q4	–	Sell	-8,670	Closed	-$355K	–	319
2018 Q3	$355K	Sell	8,670 -1,075	-11%	-$41.3K	0.09%	186
2018 Q2	$395K	Hold	9,745	–	–	0.1%	185
2018 Q1	$395K	Buy	+9,745	New	+$355K	0.1%	188

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

USA Financial Formulas's AX Position: Q2 2022 in Review

USA Financial Formulas sold out of Axos Financial (AX) in Q2 2022, closing a stake of 1,939 shares — an estimated $90K sold.

USA Financial Formulas first reported a position in AX in Q1 2018 and held it in 6 quarters. The position peaked at $395K in Q2 2018. 238 funds tracked by Wall St. Rank hold AX as of Q2 2022.

USA Financial Formulas reported no remaining Axos Financial position as of Q2 2022 after selling out during the quarter.
USA Financial Formulas sold 1,939 Axos Financial shares in Q2 2022, an estimated $90K.
USA Financial Formulas first reported a position in Axos Financial in Q1 2018 and held it in 6 quarters.
USA Financial Formulas's Axos Financial position peaked at $395K in Q2 2018.
238 funds tracked by Wall St. Rank held Axos Financial as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.