NIT
AX icon

NumerixS Investment Technologies’s Axos Financial AX Stock Holding History

NumerixS Investment Technologies’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
-3,025
Closed -$67K – 85
2020
Q2 		$67K Buy
3,025
+400
+15% +$8.13K 0.02% 710
2020
Q1 		$48K Buy
2,625
+2,425
+1,213% +$61K 0.02% 618
2019
Q4 		$6K Buy
+200
New +$5.84K ﹤0.01% 1005
2019
Q3 		– Sell
-2,000
Closed -$55K – 1009
2019
Q2 		$55K Buy
+2,000
New +$58.9K 0.02% 753
2019
Q1 		– Sell
-3,600
Closed -$90K – 1129
2018
Q4 		$90K Buy
+3,600
New +$109K 0.03% 594
2016
Q4 		– Sell
-31,902
Closed -$715K – 1117
2016
Q3 		$715K Sell
31,902
-13,935
-30% -$271K 0.09% 272
2016
Q2 		$812K Buy
45,837
+6,159
+16% +$116K 0.11% 262
2016
Q1 		$847K Sell
39,678
-7,599
-16% -$138K 0.1% 292
2015
Q4 		$995K Buy
47,277
+13,677
+41% +$322K 0.12% 212
2015
Q3 		$1.08M Buy
+33,600
New +$1M 0.12% 209

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
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

NumerixS Investment Technologies's AX Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of Axos Financial (AX) in Q3 2020, closing a stake of 3,025 shares — an estimated $67K sold.

NumerixS Investment Technologies first reported a position in AX in Q3 2015 and held it in 10 quarters. The position peaked at $1.08M in Q3 2015. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

  • NumerixS Investment Technologies reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 3,025 Axos Financial shares in Q3 2020, an estimated $67K.
  • NumerixS Investment Technologies first reported a position in Axos Financial in Q3 2015 and held it in 10 quarters.
  • NumerixS Investment Technologies's Axos Financial position peaked at $1.08M in Q3 2015.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.