IWM
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IHT Wealth Management’s Axos Financial AX Stock Holding History

IHT 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
2017
Q3 		– Sell
-75
Closed -$94 – 1435
2017
Q2 		$94 Hold
75
– – 0.05% 352
2017
Q1 		$2K Buy
+75
New +$2.17K ﹤0.01% 1063

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

IHT Wealth Management's AX Position: Q3 2017 in Review

IHT Wealth Management sold out of Axos Financial (AX) in Q3 2017, closing a stake of 75 shares — an estimated $94 sold.

IHT Wealth Management first reported a position in AX in Q1 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 218 funds tracked by Wall St. Rank hold AX as of Q3 2017.

  • IHT Wealth Management reported no remaining Axos Financial position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 75 Axos Financial shares in Q3 2017, an estimated $94.
  • IHT Wealth Management first reported a position in Axos Financial in Q1 2017 and held it in 2 quarters.
  • IHT Wealth Management's Axos Financial position peaked at $2K in Q1 2017.
  • 218 funds tracked by Wall St. Rank held Axos Financial as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.