PIA
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Piedmont Investment Advisors’s Axos Financial AX Stock Holding History

Piedmont Investment Advisors’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
2019
Q2 		– Sell
-13,740
Closed -$398K – 972
2019
Q1 		$398K Buy
13,740
+515
+4% +$15.4K 0.02% 645
2018
Q4 		$333K Buy
13,225
+439
+3% +$13.2K 0.02% 655
2018
Q3 		$440K Sell
12,786
-114
-0.9% -$4.38K 0.02% 593
2018
Q2 		$528K Buy
12,900
+1,145
+10% +$47.6K 0.03% 424
2018
Q1 		$476K Buy
11,755
+241
+2% +$8.79K 0.01% 430
2017
Q4 		$344K Sell
11,514
-679
-6% -$18.5K 0.01% 518
2017
Q3 		$347K Sell
12,193
-280
-2% -$7.32K 0.01% 527
2017
Q2 		$296K Buy
+12,473
New +$295K 0.01% 564
2017
Q1 		– Sell
-3,825
Closed -$109K – 432
2016
Q4 		$109K Sell
3,825
-6,356
-62% -$151K ﹤0.01% 394
2016
Q3 		$228K Buy
10,181
+9,976
+4,866% +$194K 0.01% 365
2016
Q2 		$3.63K Buy
205
+31
+18% +$582 ﹤0.01% 279
2016
Q1 		$3.71K Buy
174
+26
+18% +$471 ﹤0.01% 284
2015
Q4 		$3.12K Buy
+148
New +$3.48K ﹤0.01% 288

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Piedmont Investment Advisors's AX Position: Q2 2019 in Review

Piedmont Investment Advisors sold out of Axos Financial (AX) in Q2 2019, closing a stake of 13,740 shares — an estimated $398K sold.

Piedmont Investment Advisors first reported a position in AX in Q4 2015 and held it in 13 quarters. The position peaked at $528K in Q2 2018. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

  • Piedmont Investment Advisors reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
  • Piedmont Investment Advisors sold 13,740 Axos Financial shares in Q2 2019, an estimated $398K.
  • Piedmont Investment Advisors first reported a position in Axos Financial in Q4 2015 and held it in 13 quarters.
  • Piedmont Investment Advisors's Axos Financial position peaked at $528K in Q2 2018.
  • 227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

Based on Piedmont Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.