Arden Trust’s Axos Financial AX Stock Holding History

Arden Trust’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 Q2	–	Sell	-2,464	Closed	-$45K	–	354
2020 Q1	$45K	Buy	+2,464	New	+$61.9K	0.01%	478

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RHJA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

GCM

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

Arden Trust's AX Position: Q2 2020 in Review

Arden Trust sold out of Axos Financial (AX) in Q2 2020, closing a stake of 2,464 shares — an estimated $45K sold.

Arden Trust first reported a position in AX in Q1 2020 and held it in 1 quarter. The position peaked at $45K in Q1 2020. 217 funds tracked by Wall St. Rank hold AX as of Q2 2020.

Arden Trust reported no remaining Axos Financial position as of Q2 2020 after selling out during the quarter.
Arden Trust sold 2,464 Axos Financial shares in Q2 2020, an estimated $45K.
Arden Trust first reported a position in Axos Financial in Q1 2020 and held it in 1 quarter.
Arden Trust's Axos Financial position peaked at $45K in Q1 2020.
217 funds tracked by Wall St. Rank held Axos Financial as of Q2 2020.

Based on Arden Trust's 13F filing for Q2 2020, filed 9 Jul 2020.