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Meitav Investment House’s Axos Financial AX Stock Holding History

Meitav Investment House’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
-18,000
Closed -$420K – 417
2020
Q3 		$420K Sell
18,000
-10,518
-37% -$240K 0.02% 277
2020
Q2 		$630K Buy
28,518
+1,749
+7% +$35.6K 0.04% 196
2020
Q1 		$485K Sell
26,769
-260
-1% -$6.54K 0.04% 233
2019
Q4 		$818K Buy
27,029
+4,145
+18% +$121K 0.06% 190
2019
Q3 		$636K Buy
22,884
+4,147
+22% +$112K 0.05% 208
2019
Q2 		$505K Buy
18,737
+6,970
+59% +$205K 0.03% 234
2019
Q1 		$342K Buy
11,767
+3,630
+45% +$109K 0.02% 296
2018
Q4 		$205K Buy
+8,137
New +$245K 0.01% 310
2018
Q2 		– Sell
-5,059
Closed -$209K – 425
2018
Q1 		$209K Buy
+5,059
New +$184K 0.01% 317

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
WA
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meitav Investment House's AX Position: Q4 2020 in Review

Meitav Investment House sold out of Axos Financial (AX) in Q4 2020, closing a stake of 18,000 shares — an estimated $420K sold.

Meitav Investment House first reported a position in AX in Q1 2018 and held it in 9 quarters. The position peaked at $818K in Q4 2019. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Meitav Investment House reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • Meitav Investment House sold 18,000 Axos Financial shares in Q4 2020, an estimated $420K.
  • Meitav Investment House first reported a position in Axos Financial in Q1 2018 and held it in 9 quarters.
  • Meitav Investment House's Axos Financial position peaked at $818K in Q4 2019.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Meitav Investment House's 13F filing for Q4 2020, filed 2 Feb 2021.