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LS Investment Advisors’s Axos Financial AX Stock Holding History

LS Investment 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
2021
Q2 		– Sell
-4,998
Closed -$235K – 214
2021
Q1 		$235K Buy
+4,998
New +$225K 0.01% 690
2020
Q3 		– Sell
-1,551
Closed -$34K – 859
2020
Q2 		$34K Hold
1,551
– – ﹤0.01% 1260
2020
Q1 		$28K Hold
1,551
– – ﹤0.01% 1267
2019
Q4 		$47K Hold
1,551
– – ﹤0.01% 1327
2019
Q3 		$43K Hold
1,551
– – ﹤0.01% 1339
2019
Q2 		$42K Sell
1,551
-89
-5% -$2.62K ﹤0.01% 1350
2019
Q1 		$47K Hold
1,640
– – ﹤0.01% 1311
2018
Q4 		$41K Sell
1,640
-2,962
-64% -$89.4K ﹤0.01% 1322
2018
Q3 		$158K Sell
4,602
-916
-17% -$35.2K 0.01% 944
2018
Q2 		$226K Sell
5,518
-21
-0.4% -$873 0.01% 800
2018
Q1 		$224K Sell
5,539
-69
-1% -$2.52K 0.01% 794
2017
Q4 		$168K Sell
5,608
-1,259
-18% -$34.2K 0.01% 985
2017
Q3 		$196K Buy
6,867
+1,271
+23% +$33.2K 0.01% 930
2017
Q2 		$133K Sell
5,596
-57
-1% -$1.35K 0.01% 1038
2017
Q1 		$148K Buy
5,653
+3,565
+171% +$103K 0.01% 968
2016
Q4 		$60K Hold
2,088
– – ﹤0.01% 1199
2016
Q3 		$47K Buy
2,088
+93
+5% +$1.8K ﹤0.01% 1241
2016
Q2 		$35K Hold
1,995
– – ﹤0.01% 1328
2016
Q1 		$43K Buy
1,995
+199
+11% +$3.6K ﹤0.01% 1225
2015
Q4 		$38K Hold
1,796
– – ﹤0.01% 1251
2015
Q3 		$58K Hold
1,796
– – ﹤0.01% 1071
2015
Q2 		$47K Buy
+1,796
New +$42.7K ﹤0.01% 1203

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LS Investment Advisors's AX Position: Q2 2021 in Review

LS Investment Advisors sold out of Axos Financial (AX) in Q2 2021, closing a stake of 4,998 shares — an estimated $235K sold.

LS Investment Advisors first reported a position in AX in Q2 2015 and held it in 22 quarters. The position peaked at $235K in Q1 2021. 233 funds tracked by Wall St. Rank hold AX as of Q2 2021.

  • LS Investment Advisors reported no remaining Axos Financial position as of Q2 2021 after selling out during the quarter.
  • LS Investment Advisors sold 4,998 Axos Financial shares in Q2 2021, an estimated $235K.
  • LS Investment Advisors first reported a position in Axos Financial in Q2 2015 and held it in 22 quarters.
  • LS Investment Advisors's Axos Financial position peaked at $235K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Axos Financial as of Q2 2021.

Based on LS Investment Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.