Bank Julius Baer & Co
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Bank Julius Baer & Co’s Axos Financial AX Stock Holding History

Bank Julius Baer & Co’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
2022
Q1 		– Sell
-112
Closed -$6K – 601
2021
Q4 		$6K Hold
112
– – ﹤0.01% 802
2021
Q3 		$6K Buy
112
+4
+4% +$190 ﹤0.01% 789
2021
Q2 		$5K Sell
108
-7
-6% -$327 ﹤0.01% 797
2021
Q1 		$5K Buy
115
+8
+7% +$360 ﹤0.01% 793
2020
Q4 		$4K Buy
+107
New +$3.38K ﹤0.01% 783

Other funds holding AX

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bank Julius Baer & Co's AX Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Axos Financial (AX) in Q1 2022, closing a stake of 112 shares — an estimated $6K sold.

Bank Julius Baer & Co first reported a position in AX in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 249 funds tracked by Wall St. Rank hold AX as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Axos Financial position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 112 Axos Financial shares in Q1 2022, an estimated $6K.
  • Bank Julius Baer & Co first reported a position in Axos Financial in Q4 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Axos Financial position peaked at $6K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Axos Financial as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.