HPWM
AX icon

Highland Private Wealth Management’s Axos Financial AX Stock Holding History

Highland Private 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
2019
Q4 		– Sell
-58,415
Closed -$773K – 132
2019
Q3 		$773K Sell
58,415
-2,175
-4% -$58.5K 0.22% 44
2019
Q2 		$783K Buy
60,590
+1,982
+3% +$58.3K 0.22% 44
2019
Q1 		$736K Sell
58,608
-1,087
-2% -$32.6K 0.23% 44
2018
Q4 		$728K Buy
+59,695
New +$1.8M 0.27% 34

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Highland Private Wealth Management's AX Position: Q4 2019 in Review

Highland Private Wealth Management sold out of Axos Financial (AX) in Q4 2019, closing a stake of 58,415 shares — an estimated $773K sold.

Highland Private Wealth Management first reported a position in AX in Q4 2018 and held it in 4 quarters. The position peaked at $783K in Q2 2019. 224 funds tracked by Wall St. Rank hold AX as of Q4 2019.

  • Highland Private Wealth Management reported no remaining Axos Financial position as of Q4 2019 after selling out during the quarter.
  • Highland Private Wealth Management sold 58,415 Axos Financial shares in Q4 2019, an estimated $773K.
  • Highland Private Wealth Management first reported a position in Axos Financial in Q4 2018 and held it in 4 quarters.
  • Highland Private Wealth Management's Axos Financial position peaked at $783K in Q2 2019.
  • 224 funds tracked by Wall St. Rank held Axos Financial as of Q4 2019.

Based on Highland Private Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.