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Doyle Wealth Management’s Axos Financial AX Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-1,300
Closed -$35K – 242
2019
Q2 		$35K Buy
+1,300
New +$38.3K ﹤0.01% 426
2019
Q1 		– Sell
-1,300
Closed -$33K – 232
2018
Q4 		$33K Buy
+1,300
New +$39.2K 0.01% 430

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

Doyle Wealth Management's AX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Axos Financial (AX) in Q3 2019, closing a stake of 1,300 shares — an estimated $35K sold.

Doyle Wealth Management first reported a position in AX in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2019. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Axos Financial position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,300 Axos Financial shares in Q3 2019, an estimated $35K.
  • Doyle Wealth Management first reported a position in Axos Financial in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Axos Financial position peaked at $35K in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.