EWM
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Endurance Wealth Management’s Axos Financial AX Stock Holding History

Endurance 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
2021
Q1 		– Sell
-200
Closed -$8K – 646
2020
Q4 		$8K Hold
200
– – ﹤0.01% 509
2020
Q3 		$5K Hold
200
– – ﹤0.01% 526
2020
Q2 		$4K Hold
200
– – ﹤0.01% 519
2020
Q1 		$4K Hold
200
– – ﹤0.01% 481
2019
Q4 		$6K Hold
200
– – ﹤0.01% 447
2019
Q3 		$6K Hold
200
– – ﹤0.01% 443
2019
Q2 		$5K Hold
200
– – ﹤0.01% 415
2019
Q1 		$6K Hold
200
– – ﹤0.01% 410
2018
Q4 		$5K Sell
200
-350
-64% -$10.6K ﹤0.01% 413
2018
Q3 		$19K Buy
550
+350
+175% +$13.4K ﹤0.01% 345
2018
Q2 		$8K Sell
200
-5,495
-96% -$228K ﹤0.01% 412
2018
Q1 		$231K Sell
5,695
-400
-7% -$14.6K 0.04% 164
2017
Q4 		$182K Sell
6,095
-1,320
-18% -$35.9K 0.03% 177
2017
Q3 		$211K Sell
7,415
-48
-0.6% -$1.25K 0.04% 168
2017
Q2 		$177K Buy
7,463
+775
+12% +$18.3K 0.03% 176
2017
Q1 		$174K Buy
6,688
+400
+6% +$11.6K 0.03% 178
2016
Q4 		$180K Buy
6,288
+404
+7% +$9.62K 0.03% 175
2016
Q3 		$136K Sell
5,884
-1,400
-19% -$27.2K 0.02% 196
2016
Q2 		$129K Buy
7,284
+1,800
+33% +$33.8K 0.02% 190
2016
Q1 		$117 Sell
5,484
-472
-8% -$8.55K 0.02% 204
2015
Q4 		$125K Buy
5,956
+1,384
+30% +$32.6K 0.02% 196
2015
Q3 		$163K Buy
4,572
+492
+12% +$14.7K 0.03% 187
2015
Q2 		$108K Buy
+4,080
New +$97K 0.02% 210

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Endurance Wealth Management's AX Position: Q1 2021 in Review

Endurance Wealth Management sold out of Axos Financial (AX) in Q1 2021, closing a stake of 200 shares — an estimated $8K sold.

Endurance Wealth Management first reported a position in AX in Q2 2015 and held it in 23 quarters. The position peaked at $231K in Q1 2018. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Endurance Wealth Management reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • Endurance Wealth Management sold 200 Axos Financial shares in Q1 2021, an estimated $8K.
  • Endurance Wealth Management first reported a position in Axos Financial in Q2 2015 and held it in 23 quarters.
  • Endurance Wealth Management's Axos Financial position peaked at $231K in Q1 2018.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Endurance Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.