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PRCP
Pacific Ridge Capital Partners’s
Axos Financial
AX
Stock Holding History
Pacific Ridge Capital Partners’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
Q4
–
Sell
-14,050
Closed
-$724K
–
130
2021
Q3
$724K
Buy
14,050
+600
+4%
+$28.5K
0.13%
117
2021
Q2
$624K
Sell
13,450
-70
-0.5%
-$3.27K
0.11%
119
2021
Q1
$636K
Sell
13,520
-4,760
-26%
-$214K
0.12%
113
2020
Q4
$686K
Sell
18,280
-9,860
-35%
-$312K
0.17%
104
2020
Q3
$656K
Hold
28,140
–
–
0.19%
100
2020
Q2
$621K
Buy
28,140
+5,820
+26%
+$118K
0.17%
101
2020
Q1
$405K
Buy
22,320
+7,170
+47%
+$180K
0.15%
109
2019
Q4
$459K
Sell
15,150
-1,540
-9%
-$45K
0.1%
124
2019
Q3
$461K
Buy
+16,690
New
+$449K
0.12%
124
2018
Q1
–
Sell
-68,080
Closed
-$2.04M
–
147
2017
Q4
$2.04M
Buy
68,080
+2,090
+3%
+$56.8K
0.54%
69
2017
Q3
$1.88M
Hold
65,990
–
–
0.53%
69
2017
Q2
$1.56M
Buy
65,990
+30,130
+84%
+$713K
0.46%
71
2017
Q1
$937K
Sell
35,860
-17,580
-33%
-$508K
0.27%
108
2016
Q4
$1.53M
Buy
53,440
+1,020
+2%
+$24.3K
0.55%
61
2016
Q3
$1.17M
Sell
52,420
-16,000
-23%
-$311K
0.48%
66
2016
Q2
$1.21M
Buy
68,420
+90
+0.1%
+$1.69K
0.55%
64
2016
Q1
$1.46M
Buy
68,330
+7,050
+12%
+$128K
0.65%
65
2015
Q4
$1.29M
Buy
+61,280
New
+$1.44M
0.58%
67
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
WA
Wasatch Advisors
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$15.3B AUM
25.06%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
FAM
Fred Alger Management
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$22.8B AUM
64.63%
1-Year Est. Return
GCM
Geneva Capital Management
Milwaukee, Wisconsin
$4.71B AUM
6.32%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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