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Advisor Group’s Axos Financial AX Stock Holding History

Advisor 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
2019
Q4 		$541K Sell
17,892
-1,385
-7% -$40.5K ﹤0.01% 1607
2019
Q3 		$532K Buy
19,277
+1,104
+6% +$29.7K ﹤0.01% 1576
2019
Q2 		$495K Buy
18,173
+71
+0.4% +$2.09K ﹤0.01% 1615
2019
Q1 		$523K Sell
18,102
-556
-3% -$16.7K ﹤0.01% 1551
2018
Q4 		$470K Sell
18,658
-83
-0.4% -$2.5K ﹤0.01% 1444
2018
Q3 		$646K Buy
18,741
+2,168
+13% +$83.3K 0.01% 1282
2018
Q2 		$679K Sell
16,573
-6,616
-29% -$275K 0.01% 1103
2018
Q1 		$940K Buy
23,189
+5,780
+33% +$211K 0.01% 911
2017
Q4 		$519K Buy
17,409
+361
+2% +$9.82K 0.01% 1304
2017
Q3 		$485K Buy
17,048
+134
+0.8% +$3.5K 0.01% 1223
2017
Q2 		$401K Sell
16,914
-13,814
-45% -$327K 0.01% 1291
2017
Q1 		$804K Buy
30,728
+7,519
+32% +$217K 0.02% 810
2016
Q4 		$663K Buy
23,209
+2,168
+10% +$51.6K 0.02% 851
2016
Q3 		$470K Buy
21,041
+7,954
+61% +$154K 0.01% 1005
2016
Q2 		$229K Buy
+13,087
New +$246K 0.01% 1365

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's AX Position: Q4 2019 in Review

Advisor Group reduced its Axos Financial (AX) stake by 7.2% in Q4 2019, selling an estimated $40.5K and leaving 17,892 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Advisor Group first reported a position in AX in Q2 2016 and has held it in 15 quarters since. The position peaked at $940K in Q1 2018. 224 funds tracked by Wall St. Rank hold AX as of Q4 2019.

  • Advisor Group held 17,892 shares of Axos Financial worth $541K as of Q4 2019.
  • Advisor Group sold 1,385 Axos Financial shares in Q4 2019, an estimated $40.5K.
  • Axos Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1607 holding.
  • Advisor Group first reported a position in Axos Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Axos Financial position peaked at $940K in Q1 2018.
  • 224 funds tracked by Wall St. Rank held Axos Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.