Lee Financial’s Axos Financial AX Stock Holding History

Lee Financial’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 Q4	–	Sell	-500	Closed	-$12K	–	475
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	371
2020 Q2	$11K	Buy	+500	New	+$10.2K	﹤0.01%	350

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's AX Position: Q4 2020 in Review

Lee Financial sold out of Axos Financial (AX) in Q4 2020, closing a stake of 500 shares — an estimated $12K sold.

Lee Financial first reported a position in AX in Q2 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

Lee Financial reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 500 Axos Financial shares in Q4 2020, an estimated $12K.
Lee Financial first reported a position in Axos Financial in Q2 2020 and held it in 2 quarters.
Lee Financial's Axos Financial position peaked at $12K in Q3 2020.
236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.