Bartlett & Co’s Axos Financial AX Stock Holding History

Bartlett & 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
2021 Q1	–	Sell	-29	Closed	-$1K	–	1059
2020 Q4	$1K	Buy	+29	New	+$917	﹤0.01%	975

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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's AX Position: Q1 2021 in Review

Bartlett & Co sold out of Axos Financial (AX) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

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

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

Based on Bartlett & Co's 13F filing for Q1 2021, filed 19 Apr 2021.