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Phoenix Financial’s Axos Financial AX Stock Holding History

Phoenix Financial’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
Q4 		– Sell
-14,950
Closed -$330K – 365
2020
Q3 		$330K Buy
14,950
+2,100
+16% +$48K 0.01% 250
2020
Q2 		$261K Buy
+12,850
New +$261K 0.01% 270

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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 $81.4B AUM 40.71% 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

Phoenix Financial's AX Position: Q4 2020 in Review

Phoenix Financial sold out of Axos Financial (AX) in Q4 2020, closing a stake of 14,950 shares — an estimated $330K sold.

Phoenix Financial first reported a position in AX in Q2 2020 and held it in 2 quarters. The position peaked at $330K in Q3 2020. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Phoenix Financial reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • Phoenix Financial sold 14,950 Axos Financial shares in Q4 2020, an estimated $330K.
  • Phoenix Financial first reported a position in Axos Financial in Q2 2020 and held it in 2 quarters.
  • Phoenix Financial's Axos Financial position peaked at $330K in Q3 2020.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.