Small-Cap Value Fund AX Holdings History
Small-Cap Value Fund's Axos Financial Inc Holding Summary
As of 2025-03-31, BRIDGEWAY FUNDS INC held 79,800.00 shares of Axos Financial Inc(AX), totaling $5.15 Mil. This investment constitutes 1.36% of their stock portfolio, and BRIDGEWAY FUNDS INC now holds 0.14% of the outstanding Axos Financial Inc(AX) stock.
The initial trade took place in 2020Q2. And since then Small-Cap Value Fund has made 5 purchases of AX, at an average price of $40.04, for a total of 141,200.00 shares. In addition, there have been 3 sales at an average price of $55.59 for 61,400.00 shares. Based on historical transaction data and AX's current price of $85.53, Small-Cap Value Fund's estimated gain on his AX holdings is $4.59 Mil, reflecting a 81.10% gain to date.
Small-Cap Value Fund AX ($85.53) Holding Chart
Small-Cap Value Fund AX ($85.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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