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Financial Gravity Companies’s Axos Financial AX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$140K Buy
+4,606
New +$139K 0.13% 170
2018
Q1 		$161K Sell
3,977
-2,874
-42% -$105K 0.16% 131
2017
Q4 		$246K Buy
+6,851
New +$186K 0.28% 65

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Financial Gravity Companies's AX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Axos Financial (AX) in Q4 2018: 4,606 shares worth $140K. The stake represents 0.13% of the portfolio and ranks #170 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in AX as recently as Q1 2018.

Financial Gravity Companies first reported a position in AX in Q4 2017 and has held it in 3 quarters since. The position peaked at $246K in Q4 2017. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Financial Gravity Companies held 4,606 shares of Axos Financial worth $140K as of Q4 2018.
  • Axos Financial was a new Financial Gravity Companies position in Q4 2018.
  • Axos Financial made up 0.13% of Financial Gravity Companies's portfolio in Q4 2018, its #170 holding.
  • Financial Gravity Companies first reported a position in Axos Financial in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Axos Financial position peaked at $246K in Q4 2017.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.