Kovitz Investment Group Partners
AX icon

Kovitz Investment Group Partners’s Axos Financial AX Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-9,021
Closed -$465K – 407
2021
Q3 		$465K Sell
9,021
-1,000
-10% -$47.4K 0.01% 357
2021
Q2 		$465K Buy
+10,021
New +$468K 0.01% 365

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State Street
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Ameriprise
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WA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's AX Position: Q4 2021 in Review

Kovitz Investment Group Partners sold out of Axos Financial (AX) in Q4 2021, closing a stake of 9,021 shares — an estimated $465K sold.

Kovitz Investment Group Partners first reported a position in AX in Q2 2021 and held it in 2 quarters. The position peaked at $465K in Q3 2021. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Kovitz Investment Group Partners reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,021 Axos Financial shares in Q4 2021, an estimated $465K.
  • Kovitz Investment Group Partners first reported a position in Axos Financial in Q2 2021 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Axos Financial position peaked at $465K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2021, filed 4 Feb 2022.