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Bartlett & Co Wealth Management’s Axos Financial AX Stock Holding History

Bartlett & Co Wealth Management’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
2021
Q1 		– Sell
-29
Closed -$1.09K – 1111
2020
Q4 		$1.09K Buy
+29
New +$917 ﹤0.01% 1031

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Bartlett & Co Wealth Management's AX Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Axos Financial (AX) in Q1 2021, closing a stake of 29 shares — an estimated $1.09K sold.

Bartlett & Co Wealth Management first reported a position in AX in Q4 2020 and held it in 1 quarter. The position peaked at $1.09K in Q4 2020. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 29 Axos Financial shares in Q1 2021, an estimated $1.09K.
  • Bartlett & Co Wealth Management first reported a position in Axos Financial in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Axos Financial position peaked at $1.09K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.