Advisory Alpha’s Axos Financial AX Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-227	Closed	-$6K	–	147
2020 Q3	$6K	Buy	+227	New	+$5.19K	﹤0.01%	482
2020 Q2	–	Sell	-227	Closed	-$3.91K	–	137
2020 Q1	$3.91K	Sell	227 -5	-2%	-$126	﹤0.01%	521
2019 Q4	$6.82K	Buy	232 +1	+0.4%	+$29	﹤0.01%	532
2019 Q3	$6.29K	Buy	+231	New	+$6.22K	﹤0.01%	506
2019 Q2	–	Sell	-227	Closed	-$6.81K	–	157
2019 Q1	$6.81K	Buy	+227	New	+$6.8K	﹤0.01%	451

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisory Alpha's AX Position: Q4 2020 in Review

Advisory Alpha sold out of Axos Financial (AX) in Q4 2020, closing a stake of 227 shares — an estimated $6K sold.

Advisory Alpha first reported a position in AX in Q1 2019 and held it in 5 quarters. The position peaked at $6.82K in Q4 2019. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

Advisory Alpha reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 227 Axos Financial shares in Q4 2020, an estimated $6K.
Advisory Alpha first reported a position in Axos Financial in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Axos Financial position peaked at $6.82K in Q4 2019.
236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.