QIM
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Quantitative Investment Management’s Axos Financial AX Stock Holding History

Quantitative Investment Management’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
Q1 		– Sell
-14,734
Closed -$446K – 513
2019
Q4 		$446K Buy
+14,734
New +$431K 0.01% 541
2019
Q2 		– Sell
-22,300
Closed -$645K – 623
2019
Q1 		$645K Buy
22,300
+13,400
+151% +$402K 0.04% 457
2018
Q4 		$224K Buy
8,900
+2,200
+33% +$66.4K 0.01% 485
2018
Q3 		$230K Buy
+6,700
New +$257K 0.01% 570
2018
Q2 		– Sell
-7,700
Closed -$312K – 727
2018
Q1 		$312K Buy
+7,700
New +$281K 0.01% 678
2015
Q4 		– Sell
-46,400
Closed -$1.49M – 685
2015
Q3 		$1.49M Buy
+46,400
New +$1.39M 0.11% 228
2015
Q2 		– Sell
-16,800
Closed -$390K – 456
2015
Q1 		$390K Buy
+16,800
New +$369K 0.04% 411
2014
Q2 		– Sell
-58,000
Closed -$1.24M – 462
2014
Q1 		$1.24M Buy
+58,000
New +$1.25M 0.06% 213

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Quantitative Investment Management's AX Position: Q1 2020 in Review

Quantitative Investment Management sold out of Axos Financial (AX) in Q1 2020, closing a stake of 14,734 shares — an estimated $446K sold.

Quantitative Investment Management first reported a position in AX in Q1 2014 and held it in 8 quarters. The position peaked at $1.49M in Q3 2015. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

  • Quantitative Investment Management reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
  • Quantitative Investment Management sold 14,734 Axos Financial shares in Q1 2020, an estimated $446K.
  • Quantitative Investment Management first reported a position in Axos Financial in Q1 2014 and held it in 8 quarters.
  • Quantitative Investment Management's Axos Financial position peaked at $1.49M in Q3 2015.
  • 202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Quantitative Investment Management's 13F filing for Q1 2020, filed 15 May 2020.