West Paces Advisors’s Axos Financial AX Stock Holding History

West Paces Advisors’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 Q1	–	Sell	-22	Closed	-$1.2K	–	592
2023 Q4	$1.2K	Buy	+22	New	+$918	﹤0.01%	495

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

West Paces Advisors's AX Position: Q1 2024 in Review

West Paces Advisors sold out of Axos Financial (AX) in Q1 2024, closing a stake of 22 shares — an estimated $1.2K sold.

West Paces Advisors first reported a position in AX in Q4 2023 and held it in 1 quarter. The position peaked at $1.2K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

West Paces Advisors reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
West Paces Advisors sold 22 Axos Financial shares in Q1 2024, an estimated $1.2K.
West Paces Advisors first reported a position in Axos Financial in Q4 2023 and held it in 1 quarter.
West Paces Advisors's Axos Financial position peaked at $1.2K in Q4 2023.
310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.