World Equity Group’s Axos Financial AX Stock Holding History

World Equity 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
2023 Q2	–	Sell	-22,084	Closed	-$338K	–	333
2023 Q1	$338K	Buy	+22,084	New	+$953K	0.05%	352

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DAM

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

World Equity Group's AX Position: Q2 2023 in Review

World Equity Group sold out of Axos Financial (AX) in Q2 2023, closing a stake of 22,084 shares — an estimated $338K sold.

World Equity Group first reported a position in AX in Q1 2023 and held it in 1 quarter. The position peaked at $338K in Q1 2023. 260 funds tracked by Wall St. Rank hold AX as of Q2 2023.

World Equity Group reported no remaining Axos Financial position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 22,084 Axos Financial shares in Q2 2023, an estimated $338K.
World Equity Group first reported a position in Axos Financial in Q1 2023 and held it in 1 quarter.
World Equity Group's Axos Financial position peaked at $338K in Q1 2023.
260 funds tracked by Wall St. Rank held Axos Financial as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.