SBL
AX icon

Sargent Bickham Lagudis’s Axos Financial AX Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-1,000
Closed -$22K – 791
2020
Q2 		$22K Hold
1,000
– – ﹤0.01% 470
2020
Q1 		$18K Sell
1,000
-800
-44% -$20.1K ﹤0.01% 479
2019
Q4 		$55K Buy
1,800
+1,000
+125% +$29.2K 0.01% 364
2019
Q3 		$22K Hold
800
– – ﹤0.01% 460
2019
Q2 		$22K Sell
800
-1,700
-68% -$50K ﹤0.01% 474
2019
Q1 		$72K Buy
+2,500
New +$74.9K 0.01% 325

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

Sargent Bickham Lagudis's AX Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of Axos Financial (AX) in Q3 2020, closing a stake of 1,000 shares — an estimated $22K sold.

Sargent Bickham Lagudis first reported a position in AX in Q1 2019 and held it in 6 quarters. The position peaked at $72K in Q1 2019. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

  • Sargent Bickham Lagudis reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 1,000 Axos Financial shares in Q3 2020, an estimated $22K.
  • Sargent Bickham Lagudis first reported a position in Axos Financial in Q1 2019 and held it in 6 quarters.
  • Sargent Bickham Lagudis's Axos Financial position peaked at $72K in Q1 2019.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.