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Capital Analysts LLC’s Axos Financial AX Stock Holding History

Capital Analysts LLC’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
2019
Q3 		– Sell
-200
Closed -$5K – 696
2019
Q2 		$5K Buy
200
+100
+100% +$2.94K ﹤0.01% 579
2019
Q1 		$2K Hold
100
– – ﹤0.01% 601
2018
Q4 		$3K Buy
+100
New +$3.02K ﹤0.01% 526
2018
Q3 		– Sell
-100
Closed -$4K – 568
2018
Q2 		$4K Hold
100
– – ﹤0.01% 517
2018
Q1 		$4K Buy
+100
New +$3.65K ﹤0.01% 505

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Capital Analysts LLC's AX Position: Q3 2019 in Review

Capital Analysts LLC sold out of Axos Financial (AX) in Q3 2019, closing a stake of 200 shares — an estimated $5K sold.

Capital Analysts LLC first reported a position in AX in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

  • Capital Analysts LLC reported no remaining Axos Financial position as of Q3 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 200 Axos Financial shares in Q3 2019, an estimated $5K.
  • Capital Analysts LLC first reported a position in Axos Financial in Q1 2018 and held it in 5 quarters.
  • Capital Analysts LLC's Axos Financial position peaked at $5K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.