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Global Alpha Capital Management’s Axos Financial AX Stock Holding History

Global Alpha Capital 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
2019
Q2 		– Sell
-327,900
Closed -$9.5M – 39
2019
Q1 		$9.5M Buy
327,900
+35,400
+12% +$1.06M 1.81% 25
2018
Q4 		$7.37M Buy
292,500
+50,700
+21% +$1.53M 1.9% 25
2018
Q3 		$8.32M Buy
241,800
+134,700
+126% +$5.17M 2% 24
2018
Q2 		$4.38M Sell
107,100
-1,400
-1% -$58.2K 1.32% 30
2018
Q1 		$4.4M Buy
+108,500
New +$3.96M 1.43% 29

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Global Alpha Capital Management's AX Position: Q2 2019 in Review

Global Alpha Capital Management sold out of Axos Financial (AX) in Q2 2019, closing a stake of 327,900 shares — an estimated $9.5M sold.

Global Alpha Capital Management first reported a position in AX in Q1 2018 and held it in 5 quarters. The position peaked at $9.5M in Q1 2019. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

  • Global Alpha Capital Management reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
  • Global Alpha Capital Management sold 327,900 Axos Financial shares in Q2 2019, an estimated $9.5M.
  • Global Alpha Capital Management first reported a position in Axos Financial in Q1 2018 and held it in 5 quarters.
  • Global Alpha Capital Management's Axos Financial position peaked at $9.5M in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

Based on Global Alpha Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.