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PineBridge Investments’s Axos Financial AX Stock Holding History

PineBridge Investments’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
-28,056
Closed -$849K – 788
2019
Q4 		$849K Sell
28,056
-18,517
-40% -$541K 0.01% 652
2019
Q3 		$1.29M Buy
46,573
+2,650
+6% +$71.3K 0.02% 626
2019
Q2 		$1.2M Buy
43,923
+9,260
+27% +$272K 0.02% 595
2019
Q1 		$1M Buy
34,663
+17,973
+108% +$539K 0.02% 543
2018
Q4 		$420K Sell
16,690
-2,794
-14% -$84.3K 0.01% 726
2018
Q3 		$670K Buy
19,484
+2,881
+17% +$111K 0.01% 687
2018
Q2 		$680K Sell
16,603
-6,681
-29% -$278K 0.02% 645
2018
Q1 		$944K Sell
23,284
-14,974
-39% -$546K 0.02% 598
2017
Q4 		$1.15M Sell
38,258
-955
-2% -$26K 0.03% 530
2017
Q3 		$1.12M Sell
39,213
-443
-1% -$11.6K 0.03% 521
2017
Q2 		$941K Buy
39,656
+807
+2% +$19.1K 0.02% 522
2017
Q1 		$1.01M Sell
38,849
-296
-0.8% -$8.55K 0.03% 496
2016
Q4 		$1.12M Buy
39,145
+31,825
+435% +$758K 0.03% 370
2016
Q3 		$164K Buy
7,320
+43
+0.6% +$835 0.01% 586
2016
Q2 		$128K Buy
7,277
+269
+4% +$5.05K 0.01% 668
2016
Q1 		$150K Sell
7,008
-685
-9% -$12.4K 0.01% 584
2015
Q4 		$162K Buy
7,693
+801
+12% +$18.9K 0.01% 591
2015
Q3 		$222K Buy
6,892
+648
+10% +$19.4K 0.01% 482
2015
Q2 		$165K Sell
6,244
-7,388
-54% -$176K 0.01% 562
2015
Q1 		$317K Buy
13,632
+1,844
+16% +$40.5K 0.01% 582
2014
Q4 		$229K Buy
11,788
+1,180
+11% +$22.1K 0.01% 673
2014
Q3 		$193K Buy
10,608
+2,952
+39% +$55.7K 0.01% 662
2014
Q2 		$140K Sell
7,656
-4,720
-38% -$92.9K 0.01% 679
2014
Q1 		$266K Sell
12,376
-504
-4% -$10.8K 0.01% 655
2013
Q4 		$253K Buy
12,880
+7,372
+134% +$133K 0.01% 707
2013
Q3 		$90K Buy
+5,508
New +$82K ﹤0.01% 759

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

PineBridge Investments's AX Position: Q1 2020 in Review

PineBridge Investments sold out of Axos Financial (AX) in Q1 2020, closing a stake of 28,056 shares — an estimated $849K sold.

PineBridge Investments first reported a position in AX in Q3 2013 and held it in 26 quarters. The position peaked at $1.29M in Q3 2019. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • PineBridge Investments reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • PineBridge Investments sold 28,056 Axos Financial shares in Q1 2020, an estimated $849K.
  • PineBridge Investments first reported a position in Axos Financial in Q3 2013 and held it in 26 quarters.
  • PineBridge Investments's Axos Financial position peaked at $1.29M in Q3 2019.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on PineBridge Investments's 13F filing for Q1 2020, filed 14 May 2020.