American Portfolios Advisors’s Axos Financial AX Stock Holding History

American Portfolios 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
2021 Q1	–	Sell	-5,000	Closed	-$188K	–	3273
2020 Q4	$188K	Sell	5,000 -10,000	-67%	-$316K	0.01%	901
2020 Q3	$350K	Hold	15,000	–	–	0.02%	598
2020 Q2	$331K	Hold	15,000	–	–	0.02%	572
2020 Q1	$272K	Hold	15,000	–	–	0.02%	551
2019 Q4	$454K	Hold	15,000	–	–	0.03%	455
2019 Q3	$415K	Hold	15,000	–	–	0.03%	451
2019 Q2	$409K	Buy	+15,000	New	+$441K	0.03%	466

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

American Portfolios Advisors's AX Position: Q1 2021 in Review

American Portfolios Advisors sold out of Axos Financial (AX) in Q1 2021, closing a stake of 5,000 shares — an estimated $188K sold.

American Portfolios Advisors first reported a position in AX in Q2 2019 and held it in 7 quarters. The position peaked at $454K in Q4 2019. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

American Portfolios Advisors reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
American Portfolios Advisors sold 5,000 Axos Financial shares in Q1 2021, an estimated $188K.
American Portfolios Advisors first reported a position in Axos Financial in Q2 2019 and held it in 7 quarters.
American Portfolios Advisors's Axos Financial position peaked at $454K in Q4 2019.
234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on American Portfolios Advisors's 13F filing for Q1 2021, filed 22 Mar 2023.