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Prudential plc’s Axos Financial AX Stock Holding History

Prudential plc’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
Q2 		– Sell
-307,100
Closed -$14.4M – 514
2021
Q1 		$14.4M Sell
307,100
-36,425
-11% -$1.64M 0.1% 143
2020
Q4 		$12.9M Sell
343,525
-104,175
-23% -$3.29M 0.07% 206
2020
Q3 		$10.4M Sell
447,700
-19,900
-4% -$455K 0.05% 209
2020
Q2 		$10.3M Sell
467,600
-11,650
-2% -$237K 0.05% 195
2020
Q1 		$8.69M Buy
479,250
+2,250
+0.5% +$56.6K 0.05% 228
2019
Q4 		$14.4M Sell
477,000
-24,000
-5% -$701K 0.06% 167
2019
Q3 		$13.9M Sell
501,000
-46,100
-8% -$1.24M 0.04% 277
2019
Q2 		$14.9M Buy
547,100
+38,000
+7% +$1.12M 0.05% 274
2019
Q1 		$14.7M Sell
509,100
-52,400
-9% -$1.57M 0.05% 234
2018
Q4 		$14.1M Buy
561,500
+75,300
+15% +$2.27M 0.06% 225
2018
Q3 		$16.7M Sell
486,200
-8,100
-2% -$311K 0.05% 245
2018
Q2 		$20.2M Sell
494,300
-170,300
-26% -$7.08M 0.06% 241
2018
Q1 		$26.9M Sell
664,600
-242,700
-27% -$8.85M 0.08% 209
2017
Q4 		$27.1M Buy
907,300
+97,300
+12% +$2.65M 0.08% 218
2017
Q3 		$23.1M Buy
810,000
+91,500
+13% +$2.39M 0.07% 238
2017
Q2 		$17M Buy
718,500
+98,700
+16% +$2.34M 0.06% 258
2017
Q1 		$16.2M Buy
619,800
+73,700
+13% +$2.13M 0.05% 263
2016
Q4 		$15.6M Buy
546,100
+167,500
+44% +$3.99M 0.05% 257
2016
Q3 		$8.48M Buy
+378,600
New +$7.35M 0.03% 289

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Prudential plc's AX Position: Q2 2021 in Review

Prudential plc sold out of Axos Financial (AX) in Q2 2021, closing a stake of 307,100 shares — an estimated $14.4M sold.

Prudential plc first reported a position in AX in Q3 2016 and held it in 19 quarters. The position peaked at $27.1M in Q4 2017. 233 funds tracked by Wall St. Rank hold AX as of Q2 2021.

  • Prudential plc reported no remaining Axos Financial position as of Q2 2021 after selling out during the quarter.
  • Prudential plc sold 307,100 Axos Financial shares in Q2 2021, an estimated $14.4M.
  • Prudential plc first reported a position in Axos Financial in Q3 2016 and held it in 19 quarters.
  • Prudential plc's Axos Financial position peaked at $27.1M in Q4 2017.
  • 233 funds tracked by Wall St. Rank held Axos Financial as of Q2 2021.

Based on Prudential plc's 13F filing for Q2 2021, filed 13 Aug 2021.