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WealthTrust Fairport’s Axos Financial AX Stock Holding History

WealthTrust Fairport’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
Q1 		$13K Buy
+450
New +$13.5K ﹤0.01% 322

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
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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WealthTrust Fairport's AX Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in Axos Financial (AX) in Q1 2019: 450 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

240 funds tracked by Wall St. Rank hold AX as of Q1 2019.

  • WealthTrust Fairport held 450 shares of Axos Financial worth $13K as of Q1 2019.
  • Axos Financial was a new WealthTrust Fairport position in Q1 2019.
  • Axos Financial made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #322 holding.
  • 240 funds tracked by Wall St. Rank held Axos Financial as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.