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West Tower Group’s Axos Financial AX Stock Holding History

West Tower Group’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
-113
Closed -$6.17K – 131
2023
Q4 		$6.17K Buy
113
+58
+105% +$2.42K 0.01% 411
2023
Q3 		$2.08K Sell
55
-1
-2% -$42 ﹤0.01% 570
2023
Q2 		$2.21K Buy
+56
New +$2.17K ﹤0.01% 563

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
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

West Tower Group's AX Position: Q1 2024 in Review

West Tower Group sold out of Axos Financial (AX) in Q1 2024, closing a stake of 113 shares — an estimated $6.17K sold.

West Tower Group first reported a position in AX in Q2 2023 and held it in 3 quarters. The position peaked at $6.17K in Q4 2023. 310 funds tracked by Wall St. Rank hold AX as of Q1 2024.

  • West Tower Group reported no remaining Axos Financial position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 113 Axos Financial shares in Q1 2024, an estimated $6.17K.
  • West Tower Group first reported a position in Axos Financial in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Axos Financial position peaked at $6.17K in Q4 2023.
  • 310 funds tracked by Wall St. Rank held Axos Financial as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.