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Wealthcare Advisory Partners’s Axos Financial AX Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-50
Closed -$1K – 393
2020
Q1 		$1K Hold
50
– – ﹤0.01% 1357
2019
Q4 		$2K Hold
50
– – ﹤0.01% 1239
2019
Q3 		$1K Buy
+50
New +$1.35K ﹤0.01% 1267

Other funds holding AX

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wealthcare Advisory Partners's AX Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Axos Financial (AX) in Q2 2020, closing a stake of 50 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in AX in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 217 funds tracked by Wall St. Rank hold AX as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Axos Financial position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 Axos Financial shares in Q2 2020, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Axos Financial in Q3 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Axos Financial position peaked at $2K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Axos Financial as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.