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Next Financial Group’s Axos Financial AX Stock Holding History

Next Financial Group’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
Q1 		– Sell
-1,914
Closed -$58K – 2123
2019
Q4 		$58K Buy
1,914
+108
+6% +$3.16K 0.01% 1130
2019
Q3 		$50K Hold
1,806
– – 0.01% 1142
2019
Q2 		$49K Hold
1,806
– – 0.01% 1167
2019
Q1 		$52K Hold
1,806
– – 0.01% 717
2018
Q4 		$45K Buy
1,806
+6
+0.3% +$181 0.01% 831
2018
Q3 		$62K Buy
+1,800
New +$69.1K 0.03% 486
2017
Q4 		– Sell
-1,956
Closed -$54K – 345
2017
Q3 		$54K Sell
1,956
-190
-9% -$4.96K 0.02% 678
2017
Q2 		$51K Buy
2,146
+190
+10% +$4.5K 0.01% 776
2017
Q1 		$47K Hold
1,956
– – 0.01% 744
2016
Q4 		$56K Sell
1,956
-200
-9% -$4.76K 0.01% 912
2016
Q3 		$48K Buy
2,156
+2,000
+1,282% +$38.8K 0.01% 955
2016
Q2 		$2K Hold
156
– – ﹤0.01% 1561
2016
Q1 		$3K Hold
156
– – ﹤0.01% 1458
2015
Q4 		$3K Sell
156
-188
-55% -$4.43K ﹤0.01% 1499
2015
Q3 		$11K Hold
344
– – ﹤0.01% 1162
2015
Q2 		$9K Hold
344
– – ﹤0.01% 1290
2015
Q1 		$8K Hold
344
– – ﹤0.01% 1319
2014
Q4 		$7K Sell
344
-212
-38% -$3.98K ﹤0.01% 1370
2014
Q3 		$10K Hold
556
– – ﹤0.01% 1743
2014
Q2 		$11K Buy
+556
New +$10.9K 0.01% 757

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Next Financial Group's AX Position: Q1 2020 in Review

Next Financial Group sold out of Axos Financial (AX) in Q1 2020, closing a stake of 1,914 shares — an estimated $58K sold.

Next Financial Group first reported a position in AX in Q2 2014 and held it in 20 quarters. The position peaked at $62K in Q3 2018. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Next Financial Group reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 1,914 Axos Financial shares in Q1 2020, an estimated $58K.
  • Next Financial Group first reported a position in Axos Financial in Q2 2014 and held it in 20 quarters.
  • Next Financial Group's Axos Financial position peaked at $62K in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.