Alberta Investment Management Corp (AIMCo)’s Axos Financial AX Stock Holding History

Alberta Investment Management Corp (AIMCo)’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	-16,800	Closed	-$392K	–	867
2020 Q3	$392K	Buy	+16,800	New	+$384K	﹤0.01%	842
2015 Q3	–	Sell	-269,220	Closed	-$7.12M	–	500
2015 Q2	$7.12M	Sell	269,220 -50,700	-16%	-$1.21M	0.08%	314
2015 Q1	$7.44M	Buy	319,920 +105,120	+49%	+$2.31M	0.08%	314
2014 Q4	$4.18M	Sell	214,800 -52,800	-20%	-$991K	0.04%	384
2014 Q3	$4.86M	Buy	+267,600	New	+$5.05M	0.05%	353

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

Alberta Investment Management Corp (AIMCo)'s AX Position: Q4 2020 in Review

Alberta Investment Management Corp (AIMCo) sold out of Axos Financial (AX) in Q4 2020, closing a stake of 16,800 shares — an estimated $392K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in AX in Q3 2014 and held it in 5 quarters. The position peaked at $7.44M in Q1 2015. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

Alberta Investment Management Corp (AIMCo) reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 16,800 Axos Financial shares in Q4 2020, an estimated $392K.
Alberta Investment Management Corp (AIMCo) first reported a position in Axos Financial in Q3 2014 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s Axos Financial position peaked at $7.44M in Q1 2015.
236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2020, filed 16 Feb 2021.