QI
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QS Investors’s Axos Financial AX Stock Holding History

QS Investors’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
Q2 		– Sell
-87,000
Closed -$1.58M – 1646
2020
Q1 		$1.58M Sell
87,000
-42,009
-33% -$1.06M 0.03% 504
2019
Q4 		$3.88M Sell
129,009
-31,364
-20% -$917K 0.04% 356
2019
Q3 		$4.43M Hold
160,373
– – 0.05% 301
2019
Q2 		$4.37M Sell
160,373
-38,464
-19% -$1.13M 0.05% 309
2019
Q1 		$5.76M Sell
198,837
-2,692
-1% -$80.7K 0.06% 224
2018
Q4 		$5.08M Buy
+201,529
New +$6.08M 0.07% 213
2018
Q3 		– Sell
-231,215
Closed -$9.46M – 1912
2018
Q2 		$9.46M Sell
231,215
-11,752
-5% -$489K 0.09% 143
2018
Q1 		$9.85M Sell
242,967
-17,691
-7% -$645K 0.1% 125
2017
Q4 		$7.79M Sell
260,658
-8,503
-3% -$231K 0.07% 178
2017
Q3 		$7.66M Sell
269,161
-6,920
-3% -$181K 0.06% 191
2017
Q2 		$6.55M Buy
276,081
+12,947
+5% +$306K 0.06% 220
2017
Q1 		$6.88M Hold
263,134
– – 0.06% 214
2016
Q4 		$7.51M Sell
263,134
-67,938
-21% -$1.62M 0.06% 225
2016
Q3 		$7.42M Buy
331,072
+4,633
+1% +$89.9K 0.06% 260
2016
Q2 		$5.78M Sell
326,439
-985
-0.3% -$18.5K 0.05% 342
2016
Q1 		$6.99M Buy
327,424
+6,721
+2% +$122K 0.07% 292
2015
Q4 		$6.75M Buy
+320,703
New +$7.55M 0.07% 291

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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

QS Investors's AX Position: Q2 2020 in Review

QS Investors sold out of Axos Financial (AX) in Q2 2020, closing a stake of 87,000 shares — an estimated $1.58M sold.

QS Investors first reported a position in AX in Q4 2015 and held it in 17 quarters. The position peaked at $9.85M in Q1 2018. 217 funds tracked by Wall St. Rank hold AX as of Q2 2020.

  • QS Investors reported no remaining Axos Financial position as of Q2 2020 after selling out during the quarter.
  • QS Investors sold 87,000 Axos Financial shares in Q2 2020, an estimated $1.58M.
  • QS Investors first reported a position in Axos Financial in Q4 2015 and held it in 17 quarters.
  • QS Investors's Axos Financial position peaked at $9.85M in Q1 2018.
  • 217 funds tracked by Wall St. Rank held Axos Financial as of Q2 2020.

Based on QS Investors's 13F filing for Q2 2020, filed 14 Aug 2020.