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Plante Moran Financial Advisors’s Axos Financial AX Stock Holding History

Plante Moran Financial 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
2020
Q4 		– Sell
-150
Closed -$3K – 883
2020
Q3 		$3K Buy
+150
New +$3.43K ﹤0.01% 740
2016
Q1 		– Sell
-68
Closed -$1K – 862
2015
Q4 		$1K Buy
+68
New +$1.6K ﹤0.01% 896

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 $70.2B AUM 29.99% 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

Plante Moran Financial Advisors's AX Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Axos Financial (AX) in Q4 2020, closing a stake of 150 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in AX in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q3 2020. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Plante Moran Financial Advisors reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Axos Financial shares in Q4 2020, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Axos Financial in Q4 2015 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Axos Financial position peaked at $3K in Q3 2020.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.