RBA Wealth Management’s Axos Financial AX Stock Holding History

RBA Wealth 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
2021 Q2	–	Sell	-164	Closed	-$7.71K	–	42
2021 Q1	$7.71K	Buy	+164	New	+$7.39K	0.01%	154

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RBA Wealth Management's AX Position: Q2 2021 in Review

RBA Wealth Management sold out of Axos Financial (AX) in Q2 2021, closing a stake of 164 shares — an estimated $7.71K sold.

RBA Wealth Management first reported a position in AX in Q1 2021 and held it in 1 quarter. The position peaked at $7.71K in Q1 2021. 233 funds tracked by Wall St. Rank hold AX as of Q2 2021.

RBA Wealth Management reported no remaining Axos Financial position as of Q2 2021 after selling out during the quarter.
RBA Wealth Management sold 164 Axos Financial shares in Q2 2021, an estimated $7.71K.
RBA Wealth Management first reported a position in Axos Financial in Q1 2021 and held it in 1 quarter.
RBA Wealth Management's Axos Financial position peaked at $7.71K in Q1 2021.
233 funds tracked by Wall St. Rank held Axos Financial as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.