PFPT
AX icon

Pinnacle Financial Partners (Tennessee)’s Axos Financial AX Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q1 		– Sell
-440
Closed -$10K – 421
2020
Q4 		$10K Hold
440
– – ﹤0.01% 409
2020
Q3 		$10K Hold
440
– – ﹤0.01% 403
2020
Q2 		$10K Hold
440
– – ﹤0.01% 390
2020
Q1 		$8K Hold
440
– – ﹤0.01% 396
2019
Q4 		$13K Buy
+440
New +$12.9K ﹤0.01% 422
2019
Q2 		– Sell
-440
Closed -$13K – 355
2019
Q1 		$13K Buy
+440
New +$13.2K ﹤0.01% 393

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s AX Position: Q1 2021 in Review

Pinnacle Financial Partners (Tennessee) sold out of Axos Financial (AX) in Q1 2021, closing a stake of 440 shares — an estimated $10K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in AX in Q1 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 440 Axos Financial shares in Q1 2021, an estimated $10K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Axos Financial in Q1 2019 and held it in 6 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Axos Financial position peaked at $13K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q1 2021, filed 19 Apr 2021.