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Rosenthal Henry Capital Advisors’s Axos Financial AX Stock Holding History

Rosenthal Henry 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
2020
Q4 		– Sell
-41,212
Closed -$961K – 63
2020
Q3 		$961K Sell
41,212
-15,000
-27% -$343K 1.22% 34
2020
Q2 		$1.24M Buy
56,212
+21,000
+60% +$427K 1.61% 27
2020
Q1 		$638K Buy
+35,212
New +$885K 0.85% 43

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rosenthal Henry Capital Advisors's AX Position: Q4 2020 in Review

Rosenthal Henry Capital Advisors sold out of Axos Financial (AX) in Q4 2020, closing a stake of 41,212 shares — an estimated $961K sold.

Rosenthal Henry Capital Advisors first reported a position in AX in Q1 2020 and held it in 3 quarters. The position peaked at $1.24M in Q2 2020. 236 funds tracked by Wall St. Rank hold AX as of Q4 2020.

  • Rosenthal Henry Capital Advisors reported no remaining Axos Financial position as of Q4 2020 after selling out during the quarter.
  • Rosenthal Henry Capital Advisors sold 41,212 Axos Financial shares in Q4 2020, an estimated $961K.
  • Rosenthal Henry Capital Advisors first reported a position in Axos Financial in Q1 2020 and held it in 3 quarters.
  • Rosenthal Henry Capital Advisors's Axos Financial position peaked at $1.24M in Q2 2020.
  • 236 funds tracked by Wall St. Rank held Axos Financial as of Q4 2020.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.