Legacy Financial Advisors’s Axos Financial AX Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-33	Closed	-$1K	–	186
2019 Q1	$1K	Buy	+33	New	+$989	﹤0.01%	945

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RHJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Legacy Financial Advisors's AX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Axos Financial (AX) in Q2 2019, closing a stake of 33 shares — an estimated $1K sold.

Legacy Financial Advisors first reported a position in AX in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

Legacy Financial Advisors reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 33 Axos Financial shares in Q2 2019, an estimated $1K.
Legacy Financial Advisors first reported a position in Axos Financial in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Axos Financial position peaked at $1K in Q1 2019.
227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.