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Shelton Capital Management’s Axos Financial AX Stock Holding History

Shelton Capital 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
2020
Q3 		– Sell
-27,925
Closed -$617K – 762
2020
Q2 		$617K Sell
27,925
-838
-3% -$17K 0.03% 296
2020
Q1 		$521K Sell
28,763
-18,600
-39% -$467K 0.04% 286
2019
Q4 		$1.43M Sell
47,363
-5,604
-11% -$164K 0.08% 201
2019
Q3 		$1.47M Hold
52,967
– – 0.09% 188
2019
Q2 		$1.44M Buy
52,967
+51,429
+3,344% +$1.51M 0.08% 202
2019
Q1 		$53.1K Sell
1,538
-51,585
-97% -$1.55M 0.21% 104
2018
Q4 		$1.34M Hold
53,123
– – 0.09% 188
2018
Q3 		$1.83M Buy
53,123
+191
+0.4% +$7.34K 0.1% 166
2018
Q2 		$2.17M Sell
52,932
-396
-0.7% -$16.5K 0.13% 151
2018
Q1 		$2.16M Hold
53,328
– – 0.14% 142
2017
Q4 		$1.59M Hold
53,328
– – 0.1% 172
2017
Q3 		$1.52M Hold
53,328
– – 0.1% 184
2017
Q2 		$1.26M Buy
53,328
+419
+0.8% +$9.91K 0.09% 199
2017
Q1 		$1.38M Buy
52,909
+501
+1% +$14.5K 0.1% 184
2016
Q4 		$1.5M Hold
52,408
– – 0.11% 178
2016
Q3 		$1.17M Hold
52,408
– – 0.1% 189
2016
Q2 		$928K Hold
52,408
– – 0.08% 207
2016
Q1 		$1.12M Buy
52,408
+892
+2% +$16.2K 0.1% 187
2015
Q4 		$1.08M Sell
51,516
-12,400
-19% -$292K 0.1% 186
2015
Q3 		$2.06M Hold
63,916
– – 0.23% 93
2015
Q2 		$1.69M Hold
63,916
– – 0.17% 115
2015
Q1 		$1.49M Hold
63,916
– – 0.16% 136
2014
Q4 		$1.24M Hold
63,916
– – 0.14% 137
2014
Q3 		$1.16M Hold
63,916
– – 0.16% 132
2014
Q2 		$1.17M Buy
63,916
+320
+0.5% +$6.3K 0.16% 126
2014
Q1 		$1.36M Hold
63,596
– – 0.2% 101
2013
Q4 		$1.25M Buy
+63,596
New +$1.14M 0.19% 107

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

Shelton Capital Management's AX Position: Q3 2020 in Review

Shelton Capital Management sold out of Axos Financial (AX) in Q3 2020, closing a stake of 27,925 shares — an estimated $617K sold.

Shelton Capital Management first reported a position in AX in Q4 2013 and held it in 27 quarters. The position peaked at $2.17M in Q2 2018. 206 funds tracked by Wall St. Rank hold AX as of Q3 2020.

  • Shelton Capital Management reported no remaining Axos Financial position as of Q3 2020 after selling out during the quarter.
  • Shelton Capital Management sold 27,925 Axos Financial shares in Q3 2020, an estimated $617K.
  • Shelton Capital Management first reported a position in Axos Financial in Q4 2013 and held it in 27 quarters.
  • Shelton Capital Management's Axos Financial position peaked at $2.17M in Q2 2018.
  • 206 funds tracked by Wall St. Rank held Axos Financial as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.