WFA
AX icon

Wipfli Financial Advisors’s Axos Financial AX Stock Holding History

Wipfli Financial 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
2022
Q3 		$7K Buy
+210
New +$8.5K ﹤0.01% 1948

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wipfli Financial Advisors's AX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Axos Financial (AX) in Q3 2022: 210 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1948 among its holdings.

251 funds tracked by Wall St. Rank hold AX as of Q3 2022.

  • Wipfli Financial Advisors held 210 shares of Axos Financial worth $7K as of Q3 2022.
  • Axos Financial was a new Wipfli Financial Advisors position in Q3 2022.
  • Axos Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1948 holding.
  • 251 funds tracked by Wall St. Rank held Axos Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.