Alera Investment Advisors’s Axos Financial AX Stock Holding History

Alera Investment Advisors’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 Q1	–	Sell	-29	Closed	-$1K	–	1186
2018 Q4	$1K	Buy	+29	New	+$875	﹤0.01%	847

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

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

EIP

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

RHJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alera Investment Advisors's AX Position: Q1 2019 in Review

Alera Investment Advisors sold out of Axos Financial (AX) in Q1 2019, closing a stake of 29 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in AX in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

Alera Investment Advisors reported no remaining Axos Financial position as of Q1 2019 after selling out during the quarter.
Alera Investment Advisors sold 29 Axos Financial shares in Q1 2019, an estimated $1K.
Alera Investment Advisors first reported a position in Axos Financial in Q4 2018 and held it in 1 quarter.
Alera Investment Advisors's Axos Financial position peaked at $1K in Q4 2018.
240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.