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Ontario Teachers' Pension Plan Board’s Axos Financial AX Stock Holding History

Ontario Teachers' Pension Plan Board’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
-44,418
Closed -$1.34M – 469
2019
Q4 		$1.34M Buy
+44,418
New +$1.3M 0.03% 347
2019
Q1 		– Sell
-15,927
Closed -$401K – 550
2018
Q4 		$401K Buy
+15,927
New +$480K 0.01% 465

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

Ontario Teachers' Pension Plan Board's AX Position: Q1 2020 in Review

Ontario Teachers' Pension Plan Board sold out of Axos Financial (AX) in Q1 2020, closing a stake of 44,418 shares — an estimated $1.34M sold.

Ontario Teachers' Pension Plan Board first reported a position in AX in Q4 2018 and held it in 2 quarters. The position peaked at $1.34M in Q4 2019. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Ontario Teachers' Pension Plan Board reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Ontario Teachers' Pension Plan Board sold 44,418 Axos Financial shares in Q1 2020, an estimated $1.34M.
  • Ontario Teachers' Pension Plan Board first reported a position in Axos Financial in Q4 2018 and held it in 2 quarters.
  • Ontario Teachers' Pension Plan Board's Axos Financial position peaked at $1.34M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Ontario Teachers' Pension Plan Board's 13F filing for Q1 2020, filed 8 May 2020.