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Atlas Private Wealth Advisors’s Axos Financial AX Stock Holding History

Atlas Private Wealth 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
2020
Q3 		– Sell
-3,150
Closed -$70K – 668
2020
Q2 		$70K Buy
+3,150
New +$64.1K 0.06% 173

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
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

Atlas Private Wealth Advisors's AX Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of Axos Financial (AX) in Q3 2020, closing a stake of 3,150 shares — an estimated $70K sold.

Atlas Private Wealth Advisors first reported a position in AX in Q2 2020 and held it in 1 quarter. The position peaked at $70K in Q2 2020. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,150 Axos Financial shares in Q3 2020, an estimated $70K.
  • Atlas Private Wealth Advisors first reported a position in Axos Financial in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Axos Financial position peaked at $70K in Q2 2020.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.