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First Pacific Advisors’s Axos Financial AX Stock Holding History

First Pacific 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
2021
Q1 		– Sell
-51,394
Closed -$1.93M – 126
2020
Q4 		$1.93M Buy
+51,394
New +$1.62M 0.02% 83

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

First Pacific Advisors's AX Position: Q1 2021 in Review

First Pacific Advisors sold out of Axos Financial (AX) in Q1 2021, closing a stake of 51,394 shares — an estimated $1.93M sold.

First Pacific Advisors first reported a position in AX in Q4 2020 and held it in 1 quarter. The position peaked at $1.93M in Q4 2020. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • First Pacific Advisors reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • First Pacific Advisors sold 51,394 Axos Financial shares in Q1 2021, an estimated $1.93M.
  • First Pacific Advisors first reported a position in Axos Financial in Q4 2020 and held it in 1 quarter.
  • First Pacific Advisors's Axos Financial position peaked at $1.93M in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on First Pacific Advisors's 13F filing for Q1 2021, filed 11 May 2021.