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Sullivan, Bruyette, Speros & Blaney’s Axos Financial AX Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
Q1 		$269K Buy
5,712
+1,400
+32% +$63.1K 0.01% 252
2020
Q4 		$162K Hold
4,312
– – 0.01% 314
2020
Q3 		$101K Buy
+4,312
New +$98.6K 0.01% 346

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AX Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Axos Financial (AX) stake by 32% in Q1 2021, buying an estimated $63.1K and bringing the position to 5,712 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #252.

Sullivan, Bruyette, Speros & Blaney first reported a position in AX in Q3 2020 and has held it in 3 quarters since. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 5,712 shares of Axos Financial worth $269K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 1,400 Axos Financial shares in Q1 2021, an estimated $63.1K.
  • Axos Financial made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #252 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Axos Financial in Q3 2020 and has held it in 3 quarters since.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.