LPWM
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Lake Point Wealth Management’s Axos Financial AX Stock Holding History

Lake Point 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
Q1 		– Sell
-800
Closed -$20K – 678
2018
Q4 		$20K Buy
+800
New +$24.1K 0.01% 349

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
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
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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lake Point Wealth Management's AX Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Axos Financial (AX) in Q1 2019, closing a stake of 800 shares — an estimated $20K sold.

Lake Point Wealth Management first reported a position in AX in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Axos Financial position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 800 Axos Financial shares in Q1 2019, an estimated $20K.
  • Lake Point Wealth Management first reported a position in Axos Financial in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Axos Financial position peaked at $20K in Q4 2018.
  • 240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.