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First Foundation Advisors’s Axos Financial AX Stock Holding History

First Foundation Advisors’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
Q4 		– Sell
-24,000
Closed -$559K – 415
2020
Q3 		$559K Hold
24,000
– – 0.03% 224
2020
Q2 		$530K Hold
24,000
– – 0.03% 229
2020
Q1 		$435K Sell
24,000
-19,000
-44% -$478K 0.03% 238
2019
Q4 		$1.3M Sell
43,000
-5,000
-10% -$146K 0.06% 162
2019
Q3 		$1.33M Hold
48,000
– – 0.07% 143
2019
Q2 		$1.31M Hold
48,000
– – 0.07% 150
2019
Q1 		$1.39M Hold
48,000
– – 0.08% 146
2018
Q4 		$1.21M Hold
48,000
– – 0.08% 160
2018
Q3 		$1.65M Hold
48,000
– – 0.09% 122
2018
Q2 		$1.96M Hold
48,000
– – 0.12% 110
2018
Q1 		$1.95M Hold
48,000
– – 0.11% 113
2017
Q4 		$1.44M Hold
48,000
– – 0.08% 141
2017
Q3 		$1.37M Hold
48,000
– – 0.08% 129
2017
Q2 		$1.14M Hold
48,000
– – 0.07% 143
2017
Q1 		$1.25M Hold
48,000
– – 0.08% 126
2016
Q4 		$1.37M Hold
48,000
– – 0.09% 123
2016
Q3 		$1.07M Hold
48,000
– – 0.07% 130
2016
Q2 		$850K Sell
48,000
-580
-1% -$10.9K 0.06% 144
2016
Q1 		$1.04M Hold
48,580
– – 0.08% 123
2015
Q4 		$1.02M Sell
48,580
-12,400
-20% -$292K 0.07% 126
2015
Q3 		$1.96M Buy
60,980
+400
+0.7% +$12K 0.16% 84
2015
Q2 		$1.6M Hold
60,580
– – 0.13% 90
2015
Q1 		$1.41M Buy
60,580
+580
+1% +$12.7K 0.12% 89
2014
Q4 		$1.17M Hold
60,000
– – 0.1% 88
2014
Q3 		$1.09M Buy
+60,000
New +$1.13M 0.11% 82
2014
Q2 		– Sell
-60,000
Closed -$1.29M – 245
2014
Q1 		$1.29M Buy
+60,000
New +$1.29M 0.16% 58

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WA
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Foundation Advisors's AX Position: Q4 2020 in Review

First Foundation Advisors sold out of Axos Financial (AX) in Q4 2020, closing a stake of 24,000 shares — an estimated $559K sold.

First Foundation Advisors first reported a position in AX in Q1 2014 and held it in 26 quarters. The position peaked at $1.96M in Q2 2018. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • First Foundation Advisors reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • First Foundation Advisors sold 24,000 Axos Financial shares in Q4 2020, an estimated $559K.
  • First Foundation Advisors first reported a position in Axos Financial in Q1 2014 and held it in 26 quarters.
  • First Foundation Advisors's Axos Financial position peaked at $1.96M in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.