Cetera Advisor Networks’s Axos Financial AX Stock Holding History

Cetera Advisor Networks’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 Q3	–	Sell	-400	Closed	-$9K	–	1356
2020 Q2	$9K	Buy	+400	New	+$8.13K	﹤0.01%	2743
2018 Q4	–	Sell	-6,177	Closed	-$211K	–	1037
2018 Q3	$211K	Hold	6,177	–	–	0.01%	1020
2018 Q2	$252K	Buy	6,177 +1,174	+23%	+$48.8K	0.01%	704
2018 Q1	$202K	Buy	+5,003	New	+$182K	0.01%	806

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cetera Advisor Networks's AX Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Axos Financial (AX) in Q3 2020, closing a stake of 400 shares — an estimated $9K sold.

Cetera Advisor Networks first reported a position in AX in Q1 2018 and held it in 4 quarters. The position peaked at $252K in Q2 2018. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

Cetera Advisor Networks reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 400 Axos Financial shares in Q3 2020, an estimated $9K.
Cetera Advisor Networks first reported a position in Axos Financial in Q1 2018 and held it in 4 quarters.
Cetera Advisor Networks's Axos Financial position peaked at $252K in Q2 2018.
206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.