Private Advisor Group’s Axos Financial AX Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-350	Closed	-$8K	–	1715
2020 Q2	$8K	Buy	+350	New	+$7.12K	﹤0.01%	3015

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Advisor Group's AX Position: Q3 2020 in Review

Private Advisor Group sold out of Axos Financial (AX) in Q3 2020, closing a stake of 350 shares — an estimated $8K sold.

Private Advisor Group first reported a position in AX in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

Private Advisor Group reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 350 Axos Financial shares in Q3 2020, an estimated $8K.
Private Advisor Group first reported a position in Axos Financial in Q2 2020 and held it in 1 quarter.
Private Advisor Group's Axos Financial position peaked at $8K in Q2 2020.
206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.