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Private Capital Group’s Axos Financial AX Stock Holding History

Private Capital 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
2021
Q1 		– Sell
-22
Closed -$1K – 2034
2020
Q4 		$1K Hold
22
– – ﹤0.01% 1866
2020
Q3 		$1K Sell
22
-17
-44% -$389 ﹤0.01% 1809
2020
Q2 		$1K Buy
39
+1
+3% +$20 ﹤0.01% 1797
2020
Q1 		$1K Buy
38
+15
+65% +$377 ﹤0.01% 1760
2019
Q4 		$0 Buy
23
+8
+53% +$234 ﹤0.01% 1977
2019
Q3 		$0 Sell
15
-47
-76% -$1.26K ﹤0.01% 2252
2019
Q2 		$3K Buy
62
+51
+464% +$1.5K ﹤0.01% 1787
2019
Q1 		$0 Hold
11
– – ﹤0.01% 2206
2018
Q4 		$0 Sell
11
-6
-35% -$181 ﹤0.01% 2217
2018
Q3 		$0 Sell
17
-45
-73% -$1.73K ﹤0.01% 2190
2018
Q2 		$2K Sell
62
-248
-80% -$10.3K ﹤0.01% 1870
2018
Q1 		$13K Sell
310
-1,591
-84% -$58K ﹤0.01% 1248
2017
Q4 		$9 Buy
+1,901
New +$51.7K ﹤0.01% 1403

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

Private Capital Group's AX Position: Q1 2021 in Review

Private Capital Group sold out of Axos Financial (AX) in Q1 2021, closing a stake of 22 shares — an estimated $1K sold.

Private Capital Group first reported a position in AX in Q4 2017 and held it in 13 quarters. The position peaked at $13K in Q1 2018. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Private Capital Group reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • Private Capital Group sold 22 Axos Financial shares in Q1 2021, an estimated $1K.
  • Private Capital Group first reported a position in Axos Financial in Q4 2017 and held it in 13 quarters.
  • Private Capital Group's Axos Financial position peaked at $13K in Q1 2018.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Private Capital Group's 13F filing for Q1 2021, filed 12 Apr 2021.