Evoke Wealth’s Axos Financial AX Stock Holding History

Evoke Wealth’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	-843	Closed	-$25.5K	–	1146
2019 Q4	$25.5K	Hold	843	–	–	﹤0.01%	540
2019 Q3	$23.3K	Buy	+843	New	+$22.7K	﹤0.01%	616

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evoke Wealth's AX Position: Q1 2020 in Review

Evoke Wealth sold out of Axos Financial (AX) in Q1 2020, closing a stake of 843 shares — an estimated $25.5K sold.

Evoke Wealth first reported a position in AX in Q3 2019 and held it in 2 quarters. The position peaked at $25.5K in Q4 2019. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

Evoke Wealth reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 843 Axos Financial shares in Q1 2020, an estimated $25.5K.
Evoke Wealth first reported a position in Axos Financial in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Axos Financial position peaked at $25.5K in Q4 2019.
202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.