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Polaris Wealth Advisory Group’s Axos Financial AX Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-400
Closed -$14K – 165
2018
Q3 		$14K Buy
+400
New +$15.4K ﹤0.01% 362

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Polaris Wealth Advisory Group's AX Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Axos Financial (AX) in Q4 2018, closing a stake of 400 shares — an estimated $14K sold.

Polaris Wealth Advisory Group first reported a position in AX in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 400 Axos Financial shares in Q4 2018, an estimated $14K.
  • Polaris Wealth Advisory Group first reported a position in Axos Financial in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Axos Financial position peaked at $14K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.