WCM
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Weld Capital Management’s Axos Financial AX Stock Holding History

Weld 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
2020
Q2 		– Sell
-13,558
Closed -$246K – 469
2020
Q1 		$246K Buy
+13,558
New +$341K 0.13% 273

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
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

Weld Capital Management's AX Position: Q2 2020 in Review

Weld Capital Management sold out of Axos Financial (AX) in Q2 2020, closing a stake of 13,558 shares — an estimated $246K sold.

Weld Capital Management first reported a position in AX in Q1 2020 and held it in 1 quarter. The position peaked at $246K in Q1 2020. 217 funds tracked by Wall St. Rank hold AX as of Q2 2020.

  • Weld Capital Management reported no remaining Axos Financial position as of Q2 2020 after selling out during the quarter.
  • Weld Capital Management sold 13,558 Axos Financial shares in Q2 2020, an estimated $246K.
  • Weld Capital Management first reported a position in Axos Financial in Q1 2020 and held it in 1 quarter.
  • Weld Capital Management's Axos Financial position peaked at $246K in Q1 2020.
  • 217 funds tracked by Wall St. Rank held Axos Financial as of Q2 2020.

Based on Weld Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.