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Harvest Group Wealth Management’s Axos Financial AX Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-62
Closed -$1K – 522
2019
Q4 		$1K Hold
62
– – ﹤0.01% 724
2019
Q3 		$2K Buy
62
+22
+55% +$592 ﹤0.01% 642
2019
Q2 		$1K Hold
40
– – ﹤0.01% 662
2019
Q1 		$1K Buy
+40
New +$1.2K ﹤0.01% 736

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Harvest Group Wealth Management's AX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Axos Financial (AX) in Q1 2020, closing a stake of 62 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in AX in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 62 Axos Financial shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Axos Financial in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Axos Financial position peaked at $2K in Q3 2019.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.