RCA
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Ranch Capital Advisors’s Axos Financial AX Stock Holding History

Ranch Capital Advisors’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
Q4 		– Sell
-200
Closed -$10K – 188
2021
Q3 		$10K Buy
+200
New +$9.49K 0.01% 464
2021
Q2 		– Sell
-215
Closed -$10K – 661
2021
Q1 		$10K Sell
215
-100
-32% -$4.5K 0.01% 627
2020
Q4 		$11K Buy
+315
New +$9.96K 0.01% 598
2020
Q2 		– Sell
-250
Closed -$4K – 919
2020
Q1 		$4K Hold
250
– – ﹤0.01% 729
2019
Q4 		$8K Buy
+250
New +$7.31K 0.01% 712

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ranch Capital Advisors's AX Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Axos Financial (AX) in Q4 2021, closing a stake of 200 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in AX in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2020. 245 funds tracked by Wall St. Rank hold AX as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Axos Financial position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 200 Axos Financial shares in Q4 2021, an estimated $10K.
  • Ranch Capital Advisors first reported a position in Axos Financial in Q4 2019 and held it in 5 quarters.
  • Ranch Capital Advisors's Axos Financial position peaked at $11K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.