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Sowell Financial Services’s Axos Financial AX Stock Holding History

Sowell Financial Services’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
-2,933
Closed -$136K – 705
2021
Q1 		$136K Buy
+2,933
New +$132K ﹤0.01% 1232

Other funds holding AX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's AX Position: Q2 2021 in Review

Sowell Financial Services sold out of Axos Financial (AX) in Q2 2021, closing a stake of 2,933 shares — an estimated $136K sold.

Sowell Financial Services first reported a position in AX in Q1 2021 and held it in 1 quarter. The position peaked at $136K in Q1 2021. 233 funds tracked by Wall St. Rank hold AX as of Q2 2021.

  • Sowell Financial Services reported no remaining Axos Financial position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,933 Axos Financial shares in Q2 2021, an estimated $136K.
  • Sowell Financial Services first reported a position in Axos Financial in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Axos Financial position peaked at $136K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Axos Financial as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.