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Ameritas Investment Company’s Axos Financial AX Stock Holding History

Ameritas Investment Company’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 		– Sell
-450
Closed -$12K – 896
2019
Q3 		$12K Buy
+450
New +$12.1K ﹤0.01% 1066
2019
Q2 		– Sell
-32
Closed -$1K – 275
2019
Q1 		$1K Sell
32
-418
-93% -$12.5K ﹤0.01% 881
2018
Q4 		$11K Buy
+450
New +$13.6K ﹤0.01% 1013

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

Ameritas Investment Company's AX Position: Q4 2019 in Review

Ameritas Investment Company sold out of Axos Financial (AX) in Q4 2019, closing a stake of 450 shares — an estimated $12K sold.

Ameritas Investment Company first reported a position in AX in Q4 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2019. 224 funds tracked by Wall St. Rank hold AX as of Q4 2019.

  • Ameritas Investment Company reported no remaining Axos Financial position as of Q4 2019 after selling out during the quarter.
  • Ameritas Investment Company sold 450 Axos Financial shares in Q4 2019, an estimated $12K.
  • Ameritas Investment Company first reported a position in Axos Financial in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's Axos Financial position peaked at $12K in Q3 2019.
  • 224 funds tracked by Wall St. Rank held Axos Financial as of Q4 2019.

Based on Ameritas Investment Company's 13F filing for Q4 2019, filed 18 Feb 2020.