Wellington Management Group LLP Axos Financial, Inc. Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Axos Financial, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 805,808 shares of AX stock, worth $65.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

805,808

Previous 805,804 -0.0%

Holding current value

$65.1 Million

Previous $46.1 Million 9.99%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$56.59 - $77.61 $226 - $310	4 Added 0.0%	805,808 $50.7 Million
Q2 2024 Aug 13, 2024	BUY	$48.86 - $61.8 $4.06 Million - $5.14 Million	83,158 Added 11.51%	805,804 $46.1 Million
Q1 2024 May 15, 2024	BUY	$49.23 - $56.88 $35.6 Million - $41.1 Million	722,646 New	722,646 $39.1 Million
Q4 2023 Feb 12, 2024	BUY	$33.36 - $56.8 $7.17 Million - $12.2 Million	214,950 New	214,950 $11.7 Million
Q2 2023 Aug 14, 2023	SELL	$35.71 - $42.55 $1.4 Million - $1.67 Million	-39,138 Reduced 32.35%	81,837 $3.23 Million
Q1 2023 May 12, 2023	SELL	$34.0 - $51.14 $436,798 - $656,995	-12,847 Reduced 9.6%	120,975 $4.47 Million
Q4 2022 Feb 13, 2023	BUY	$34.82 - $42.64 $344,474 - $421,837	9,893 Added 7.98%	133,822 $5.11 Million
Q3 2022 Nov 14, 2022	SELL	$34.23 - $47.52 $40,117 - $55,693	-1,172 Reduced 0.94%	123,929 $4.24 Million
Q2 2022 Aug 15, 2022	SELL	$34.31 - $46.03 $71,021 - $95,282	-2,070 Reduced 1.63%	125,101 $4.49 Million
Q1 2022 May 16, 2022	SELL	$46.39 - $60.53 $199,569 - $260,400	-4,302 Reduced 3.27%	127,171 $5.9 Million
Q4 2021 Feb 11, 2022	SELL	$51.04 - $62.14 $4.3 Million - $5.24 Million	-84,313 Reduced 39.07%	131,473 $7.35 Million
Q3 2021 Nov 15, 2021	SELL	$44.69 - $51.54 $217,416 - $250,742	-4,865 Reduced 2.2%	215,786 $11.1 Million
Q2 2021 Aug 16, 2021	BUY	$44.26 - $49.34 $1.95 Million - $2.17 Million	43,975 Added 24.89%	220,651 $10.2 Million
Q1 2021 May 17, 2021	SELL	$36.82 - $52.77 $2.21 Million - $3.16 Million	-59,959 Reduced 25.34%	176,676 $8.31 Million
Q4 2020 Feb 12, 2021	SELL	$23.61 - $37.71 $2.61 Million - $4.17 Million	-110,567 Reduced 31.85%	236,635 $8.88 Million
Q3 2020 Nov 16, 2020	BUY	$19.55 - $25.38 $853,963 - $1.11 Million	43,681 Added 14.39%	347,202 $8.09 Million
Q2 2020 Aug 14, 2020	BUY	$14.86 - $25.25 $559,687 - $951,016	37,664 Added 14.17%	303,521 $6.7 Million
Q1 2020 May 14, 2020	SELL	$14.59 - $30.45 $523,649 - $1.09 Million	-35,891 Reduced 11.89%	265,857 $4.82 Million
Q4 2019 Feb 11, 2020	BUY	$26.49 - $30.71 $7.99 Million - $9.27 Million	301,748 New	301,748 $9.14 Million

Others Institutions Holding AX

# of Institutions

377

Shares Held

47.5M

Call Options Held

713K

Put Options Held

794K

View Full List

About Axos Financial, Inc.

Ticker AX
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,970,800
Market Cap $4.85B
Description
Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...

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Wellington Management Group LLP Axos Financial, Inc. Transaction History