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Burney Company’s Axos Financial AX Stock Holding History

Burney Company’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
-114,878
Closed -$3.48M – 429
2019
Q4 		$3.48M Sell
114,878
-12,587
-10% -$368K 0.19% 139
2019
Q3 		$3.52M Sell
127,465
-14,045
-10% -$378K 0.21% 132
2019
Q2 		$3.86M Sell
141,510
-7,438
-5% -$219K 0.23% 127
2019
Q1 		$4.31M Sell
148,948
-6,331
-4% -$190K 0.27% 121
2018
Q4 		$3.91M Sell
155,279
-8,323
-5% -$251K 0.28% 116
2018
Q3 		$5.63M Sell
163,602
-15,626
-9% -$600K 0.33% 99
2018
Q2 		$7.33M Sell
179,228
-1,530
-0.8% -$63.6K 0.43% 71
2018
Q1 		$7.33M Sell
180,758
-3,936
-2% -$143K 0.45% 71
2017
Q4 		$5.52M Buy
184,694
+23,075
+14% +$628K 0.31% 104
2017
Q3 		$4.62M Sell
161,619
-2,739
-2% -$71.6K 0.3% 111
2017
Q2 		$3.93M Buy
164,358
+8,291
+5% +$196K 0.26% 111
2017
Q1 		$4.08M Buy
156,067
+16,610
+12% +$480K 0.27% 109
2016
Q4 		$3.98M Buy
139,457
+22,834
+20% +$544K 0.27% 110
2016
Q3 		$2.52M Buy
116,623
+43,719
+60% +$849K 0.18% 136
2016
Q2 		$1.29M Buy
72,904
+56,758
+352% +$1.07M 0.09% 188
2016
Q1 		$345K Buy
+16,146
New +$293K 0.03% 306

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

Burney Company's AX Position: Q1 2020 in Review

Burney Company sold out of Axos Financial (AX) in Q1 2020, closing a stake of 114,878 shares — an estimated $3.48M sold.

Burney Company first reported a position in AX in Q1 2016 and held it in 16 quarters. The position peaked at $7.33M in Q2 2018. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Burney Company reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Burney Company sold 114,878 Axos Financial shares in Q1 2020, an estimated $3.48M.
  • Burney Company first reported a position in Axos Financial in Q1 2016 and held it in 16 quarters.
  • Burney Company's Axos Financial position peaked at $7.33M in Q2 2018.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Burney Company's 13F filing for Q1 2020, filed 13 May 2020.