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Wealthspire Advisors (Maryland)’s Axos Financial AX Stock Holding History

Wealthspire Advisors (Maryland)’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
-137
Closed -$4K – 593
2019
Q1 		$4K Buy
137
+75
+121% +$2.25K ﹤0.01% 1883
2018
Q4 		$2K Sell
62
-37
-37% -$1.12K ﹤0.01% 2055
2018
Q3 		$3K Hold
99
– – ﹤0.01% 1999
2018
Q2 		$4K Hold
99
– – ﹤0.01% 1853
2018
Q1 		$4K Buy
99
+37
+60% +$1.35K ﹤0.01% 1880
2017
Q4 		$2K Buy
62
+44
+244% +$1.2K ﹤0.01% 2087
2017
Q3 		$1K Buy
+18
New +$470 ﹤0.01% 2060

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

Wealthspire Advisors (Maryland)'s AX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Axos Financial (AX) in Q2 2019, closing a stake of 137 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in AX in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 227 funds tracked by Wall St. Rank hold AX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Axos Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 137 Axos Financial shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Axos Financial in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Axos Financial position peaked at $4K in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Axos Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.