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Aperio Group’s Axos Financial AX Stock Holding History

Aperio Group’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 		$541K Sell
14,410
-2,303
-14% -$72.8K ﹤0.01% 1927
2020
Q3 		$390K Buy
16,713
+403
+2% +$9.21K ﹤0.01% 1953
2020
Q2 		$360K Sell
16,310
-4,479
-22% -$91.1K ﹤0.01% 1943
2020
Q1 		$377K Buy
20,789
+2,134
+11% +$53.6K ﹤0.01% 1792
2019
Q4 		$565K Buy
18,655
+856
+5% +$25K ﹤0.01% 1732
2019
Q3 		$492K Buy
17,799
+1,265
+8% +$34.1K ﹤0.01% 1767
2019
Q2 		$451K Buy
16,534
+733
+5% +$21.6K ﹤0.01% 1841
2019
Q1 		$458K Sell
15,801
-18
-0.1% -$539 ﹤0.01% 1796
2018
Q4 		$398K Sell
15,819
-860
-5% -$25.9K ﹤0.01% 1815
2018
Q3 		$574K Sell
16,679
-250
-1% -$9.6K ﹤0.01% 1690
2018
Q2 		$693K Buy
16,929
+925
+6% +$38.5K ﹤0.01% 1584
2018
Q1 		$649K Buy
16,004
+284
+2% +$10.4K ﹤0.01% 1571
2017
Q4 		$470K Buy
15,720
+1,776
+13% +$48.3K ﹤0.01% 1730
2017
Q3 		$397K Buy
13,944
+2,206
+19% +$57.6K ﹤0.01% 1775
2017
Q2 		$278K Buy
11,738
+2,007
+21% +$47.5K ﹤0.01% 1937
2017
Q1 		$254K Buy
9,731
+736
+8% +$21.3K ﹤0.01% 1908
2016
Q4 		$257K Buy
8,995
+6
+0.1% +$143 ﹤0.01% 1867
2016
Q3 		$201K Buy
+8,989
New +$174K ﹤0.01% 1937

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
State Street
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WA
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's AX Position: Q4 2020 in Review

Aperio Group reduced its Axos Financial (AX) stake by 14% in Q4 2020, selling an estimated $72.8K and leaving 14,410 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

Aperio Group first reported a position in AX in Q3 2016 and has held it in 18 quarters since. The position peaked at $693K in Q2 2018. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Aperio Group held 14,410 shares of Axos Financial worth $541K as of Q4 2020.
  • Aperio Group sold 2,303 Axos Financial shares in Q4 2020, an estimated $72.8K.
  • Axos Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1927 holding.
  • Aperio Group first reported a position in Axos Financial in Q3 2016 and has held it in 18 quarters since.
  • Aperio Group's Axos Financial position peaked at $693K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.