MBM Wealth Consultants’s Axos Financial AX Stock Holding History

MBM Wealth Consultants’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 Q3	–	Sell	-907	Closed	-$20K	–	227
2020 Q2	$20K	Hold	907	–	–	0.01%	152
2020 Q1	$16K	Hold	907	–	–	0.01%	144
2019 Q4	$27K	Hold	907	–	–	0.02%	141
2019 Q3	$25K	Hold	907	–	–	0.02%	138
2019 Q2	$25K	Hold	907	–	–	0.02%	140
2019 Q1	$26K	Buy	+907	New	+$27.2K	0.02%	139

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

EIP

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

MBM Wealth Consultants's AX Position: Q3 2020 in Review

MBM Wealth Consultants sold out of Axos Financial (AX) in Q3 2020, closing a stake of 907 shares — an estimated $20K sold.

MBM Wealth Consultants first reported a position in AX in Q1 2019 and held it in 6 quarters. The position peaked at $27K in Q4 2019. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

MBM Wealth Consultants reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
MBM Wealth Consultants sold 907 Axos Financial shares in Q3 2020, an estimated $20K.
MBM Wealth Consultants first reported a position in Axos Financial in Q1 2019 and held it in 6 quarters.
MBM Wealth Consultants's Axos Financial position peaked at $27K in Q4 2019.
206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on MBM Wealth Consultants's 13F filing for Q3 2020, filed 12 Nov 2020.