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V Wealth Advisors’s Axos Financial AX Stock Holding History

V Wealth 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
2018
Q3 		– Sell
-7,464
Closed -$305K – 230
2018
Q2 		$305K Buy
7,464
+131
+2% +$5.45K 0.17% 146
2018
Q1 		$283K Sell
7,333
-1,012
-12% -$36.9K 0.15% 155
2017
Q4 		$250K Buy
+8,345
New +$227K 0.13% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's AX Position: Q3 2018 in Review

V Wealth Advisors sold out of Axos Financial (AX) in Q3 2018, closing a stake of 7,464 shares — an estimated $305K sold.

V Wealth Advisors first reported a position in AX in Q4 2017 and held it in 3 quarters. The position peaked at $305K in Q2 2018. 230 funds tracked by Wall St. Rank hold AX as of Q3 2018.

  • V Wealth Advisors reported no remaining Axos Financial position as of Q3 2018 after selling out during the quarter.
  • V Wealth Advisors sold 7,464 Axos Financial shares in Q3 2018, an estimated $305K.
  • V Wealth Advisors first reported a position in Axos Financial in Q4 2017 and held it in 3 quarters.
  • V Wealth Advisors's Axos Financial position peaked at $305K in Q2 2018.
  • 230 funds tracked by Wall St. Rank held Axos Financial as of Q3 2018.

Based on V Wealth Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.