NKCFO LLC’s Axos Financial AX Stock Holding History

NKCFO LLC’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 Q1	–	Sell	-5,000	Closed	-$188K	–	123
2020 Q4	$188K	Hold	5,000	–	–	0.07%	60
2020 Q3	$117K	Buy	+5,000	New	+$114K	0.05%	76

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

NKCFO LLC's AX Position: Q1 2021 in Review

NKCFO LLC sold out of Axos Financial (AX) in Q1 2021, closing a stake of 5,000 shares — an estimated $188K sold.

NKCFO LLC first reported a position in AX in Q3 2020 and held it in 2 quarters. The position peaked at $188K in Q4 2020. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

NKCFO LLC reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
NKCFO LLC sold 5,000 Axos Financial shares in Q1 2021, an estimated $188K.
NKCFO LLC first reported a position in Axos Financial in Q3 2020 and held it in 2 quarters.
NKCFO LLC's Axos Financial position peaked at $188K in Q4 2020.
234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on NKCFO LLC's 13F filing for Q1 2021, filed 3 May 2021.