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RBC Europe’s Axos Financial AX Stock Holding History

RBC Europe’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
2019
Q3 		– Sell
-710
Closed -$19.3K – 1061
2019
Q2 		$19.3K Sell
710
-900
-56% -$26.5K ﹤0.01% 656
2019
Q1 		$46.6K Hold
1,610
– – 0.01% 475
2018
Q4 		$40.5K Hold
1,610
– – 0.01% 478
2018
Q3 		$55.4K Hold
1,610
– – 0.01% 454
2018
Q2 		$65.9K Hold
1,610
– – 0.01% 417
2018
Q1 		$65.3K Hold
1,610
– – 0.01% 416
2017
Q4 		$48.1K Hold
1,610
– – 0.01% 471
2017
Q3 		$45.8K Buy
+1,610
New +$42.1K 0.01% 491

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

RBC Europe's AX Position: Q3 2019 in Review

RBC Europe sold out of Axos Financial (AX) in Q3 2019, closing a stake of 710 shares — an estimated $19.3K sold.

RBC Europe first reported a position in AX in Q3 2017 and held it in 8 quarters. The position peaked at $65.9K in Q2 2018. 226 funds tracked by Wall St. Rank hold AX as of Q3 2019.

  • RBC Europe reported no remaining Axos Financial position as of Q3 2019 after selling out during the quarter.
  • RBC Europe sold 710 Axos Financial shares in Q3 2019, an estimated $19.3K.
  • RBC Europe first reported a position in Axos Financial in Q3 2017 and held it in 8 quarters.
  • RBC Europe's Axos Financial position peaked at $65.9K in Q2 2018.
  • 226 funds tracked by Wall St. Rank held Axos Financial as of Q3 2019.

Based on RBC Europe's 13F filing for Q3 2019, filed 9 Nov 2023.