Weaver Consulting Group’s Axos Financial AX Stock Holding History

Weaver Consulting Group’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 Q1	–	Sell	-400	Closed	-$11K	–	843
2019 Q4	$11K	Sell	400 -160	-29%	-$4.68K	0.01%	461
2019 Q3	$16K	Hold	560	–	–	0.01%	384
2019 Q2	$15K	Hold	560	–	–	0.01%	376
2019 Q1	$16K	Buy	+560	New	+$16.8K	﹤0.01%	798

Other funds holding AX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Weaver Consulting Group's AX Position: Q1 2020 in Review

Weaver Consulting Group sold out of Axos Financial (AX) in Q1 2020, closing a stake of 400 shares — an estimated $11K sold.

Weaver Consulting Group first reported a position in AX in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

Weaver Consulting Group reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
Weaver Consulting Group sold 400 Axos Financial shares in Q1 2020, an estimated $11K.
Weaver Consulting Group first reported a position in Axos Financial in Q1 2019 and held it in 4 quarters.
Weaver Consulting Group's Axos Financial position peaked at $16K in Q3 2019.
202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.