AIM
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Advantage Investment Management’s Axos Financial AX Stock Holding History

Advantage Investment Management’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
2019
Q3 		$3K Sell
115
-100
-47% -$2.69K ﹤0.01% 811
2019
Q2 		$6K Hold
215
– – ﹤0.01% 736
2019
Q1 		$6K Sell
215
-174
-45% -$5.21K ﹤0.01% 719
2018
Q4 		$10K Buy
389
+85
+28% +$2.56K 0.01% 646
2018
Q3 		$10K Hold
304
– – 0.01% 706
2018
Q2 		$12K Hold
304
– – 0.01% 619
2018
Q1 		$12K Hold
304
– – ﹤0.01% 636
2017
Q4 		$9K Sell
304
-180
-37% -$4.9K ﹤0.01% 705
2017
Q3 		$14K Buy
484
+384
+384% +$10K ﹤0.01% 612
2017
Q2 		$2K Hold
100
– – ﹤0.01% 945
2017
Q1 		$3K Hold
100
– – ﹤0.01% 856
2016
Q4 		$3K Sell
100
-160
-62% -$3.81K ﹤0.01% 797
2016
Q3 		$6K Sell
260
-50
-16% -$971 ﹤0.01% 695
2016
Q2 		$5K Buy
+310
New +$5.82K ﹤0.01% 688

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Advantage Investment Management's AX Position: Q3 2019 in Review

Advantage Investment Management reduced its Axos Financial (AX) stake by 47% in Q3 2019, selling an estimated $2.69K and leaving 115 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Advantage Investment Management first reported a position in AX in Q2 2016 and has held it in 14 quarters since. The position peaked at $14K in Q3 2017. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

  • Advantage Investment Management held 115 shares of Axos Financial worth $3K as of Q3 2019.
  • Advantage Investment Management sold 100 Axos Financial shares in Q3 2019, an estimated $2.69K.
  • Axos Financial made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #811 holding.
  • Advantage Investment Management first reported a position in Axos Financial in Q2 2016 and has held it in 14 quarters since.
  • Advantage Investment Management's Axos Financial position peaked at $14K in Q3 2017.
  • 226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.