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WealthBridge Capital Management’s Axos Financial AX Stock Holding History

WealthBridge 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
2019
Q2 		– Sell
-948
Closed -$28K – 166
2019
Q1 		$28K Hold
948
– – 0.02% 391
2018
Q4 		$24K Buy
+948
New +$28.6K 0.02% 370

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

WealthBridge Capital Management's AX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Axos Financial (AX) in Q2 2019, closing a stake of 948 shares — an estimated $28K sold.

WealthBridge Capital Management first reported a position in AX in Q4 2018 and held it in 2 quarters. The position peaked at $28K in Q1 2019. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 948 Axos Financial shares in Q2 2019, an estimated $28K.
  • WealthBridge Capital Management first reported a position in Axos Financial in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Axos Financial position peaked at $28K in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.