Your Advocates Ltd’s Axos Financial AX Stock Holding History

Your Advocates Ltd’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 Q4	–	Sell	-10	Closed	-$379	–	239
2023 Q3	$379	Buy	+10	New	+$423	﹤0.01%	253

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Your Advocates Ltd's AX Position: Q4 2023 in Review

Your Advocates Ltd sold out of Axos Financial (AX) in Q4 2023, closing a stake of 10 shares — an estimated $379 sold.

Your Advocates Ltd first reported a position in AX in Q3 2023 and held it in 1 quarter. The position peaked at $379 in Q3 2023. 302 funds tracked by Wall St. Rank hold AX as of Q4 2023.

Your Advocates Ltd reported no remaining Axos Financial position as of Q4 2023 after selling out during the quarter.
Your Advocates Ltd sold 10 Axos Financial shares in Q4 2023, an estimated $379.
Your Advocates Ltd first reported a position in Axos Financial in Q3 2023 and held it in 1 quarter.
Your Advocates Ltd's Axos Financial position peaked at $379 in Q3 2023.
302 funds tracked by Wall St. Rank held Axos Financial as of Q4 2023.

Based on Your Advocates Ltd's 13F filing for Q4 2023, filed 8 Feb 2024.