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Wedbush Securities’s Axos Financial AX Stock Holding History

Wedbush Securities’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
2021
Q4 		– Sell
-3,898
Closed -$201K – 1176
2021
Q3 		$201K Buy
+3,898
New +$185K 0.01% 1070
2018
Q1 		– Sell
-7,925
Closed -$237K – 826
2017
Q4 		$237K Sell
7,925
-350
-4% -$9.52K 0.03% 642
2017
Q3 		$236K Buy
+8,275
New +$216K 0.03% 645
2016
Q2 		– Sell
-28,715
Closed -$613K – 792
2016
Q1 		$613K Buy
28,715
+9,584
+50% +$174K 0.11% 215
2015
Q4 		$403K Buy
19,131
+9,731
+104% +$229K 0.07% 316
2015
Q3 		$303K Sell
9,400
-2,128
-18% -$63.6K 0.06% 370
2015
Q2 		$305K Buy
+11,528
New +$274K 0.06% 427
2015
Q1 		– Sell
-11,880
Closed -$231K – 738
2014
Q4 		$231K Buy
11,880
+280
+2% +$5.25K 0.04% 502
2014
Q3 		$211K Sell
11,600
-2,800
-19% -$52.8K 0.03% 533
2014
Q2 		$264K Sell
14,400
-1,700
-11% -$33.5K 0.04% 439
2014
Q1 		$345K Buy
16,100
+1,200
+8% +$25.8K 0.06% 328
2013
Q4 		$292K Buy
+14,900
New +$268K 0.07% 345

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's AX Position: Q4 2021 in Review

Wedbush Securities sold out of Axos Financial (AX) in Q4 2021, closing a stake of 3,898 shares — an estimated $201K sold.

Wedbush Securities first reported a position in AX in Q4 2013 and held it in 12 quarters. The position peaked at $613K in Q1 2016. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Wedbush Securities reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Wedbush Securities sold 3,898 Axos Financial shares in Q4 2021, an estimated $201K.
  • Wedbush Securities first reported a position in Axos Financial in Q4 2013 and held it in 12 quarters.
  • Wedbush Securities's Axos Financial position peaked at $613K in Q1 2016.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Wedbush Securities's 13F filing for Q4 2021, filed 13 Jan 2022.