BIA
AX icon

Bigelow Investment Advisors’s Axos Financial AX Stock Holding History

Bigelow Investment 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
Q1 		– Sell
-15,514
Closed -$470K – 135
2019
Q4 		$470K Sell
15,514
-199
-1% -$5.82K 0.28% 100
2019
Q3 		$434K Sell
15,713
-3,718
-19% -$100K 0.28% 99
2019
Q2 		$529K Buy
19,431
+150
+0.8% +$4.41K 0.35% 81
2019
Q1 		$558K Sell
19,281
-3,814
-17% -$114K 0.39% 75
2018
Q4 		$582K Buy
+23,095
New +$697K 0.43% 70
2018
Q3 		– Sell
-22,530
Closed -$922K – 153
2018
Q2 		$922K Buy
22,530
+1,220
+6% +$50.7K 0.63% 48
2018
Q1 		$864K Buy
+21,310
New +$777K 0.59% 47

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bigelow Investment Advisors's AX Position: Q1 2020 in Review

Bigelow Investment Advisors sold out of Axos Financial (AX) in Q1 2020, closing a stake of 15,514 shares — an estimated $470K sold.

Bigelow Investment Advisors first reported a position in AX in Q1 2018 and held it in 7 quarters. The position peaked at $922K in Q2 2018. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Bigelow Investment Advisors reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Bigelow Investment Advisors sold 15,514 Axos Financial shares in Q1 2020, an estimated $470K.
  • Bigelow Investment Advisors first reported a position in Axos Financial in Q1 2018 and held it in 7 quarters.
  • Bigelow Investment Advisors's Axos Financial position peaked at $922K in Q2 2018.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Bigelow Investment Advisors's 13F filing for Q1 2020, filed 5 May 2020.