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Bowling Portfolio Management’s Axos Financial AX Stock Holding History

Bowling Portfolio 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
2020
Q4 		– Sell
-13,817
Closed -$322K – 245
2020
Q3 		$322K Buy
+13,817
New +$316K 0.07% 247
2018
Q1 		– Sell
-36,997
Closed -$1.11M – 349
2017
Q4 		$1.11M Sell
36,997
-19,381
-34% -$527K 0.15% 231
2017
Q3 		$1.6M Buy
56,378
+281
+0.5% +$7.34K 0.24% 128
2017
Q2 		$1.33M Buy
+56,097
New +$1.33M 0.2% 160

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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 $70.2B AUM 29.99% 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

Bowling Portfolio Management's AX Position: Q4 2020 in Review

Bowling Portfolio Management sold out of Axos Financial (AX) in Q4 2020, closing a stake of 13,817 shares — an estimated $322K sold.

Bowling Portfolio Management first reported a position in AX in Q2 2017 and held it in 4 quarters. The position peaked at $1.6M in Q3 2017. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Bowling Portfolio Management reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 13,817 Axos Financial shares in Q4 2020, an estimated $322K.
  • Bowling Portfolio Management first reported a position in Axos Financial in Q2 2017 and held it in 4 quarters.
  • Bowling Portfolio Management's Axos Financial position peaked at $1.6M in Q3 2017.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Bowling Portfolio Management's 13F filing for Q4 2020, filed 15 Jan 2021.