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Wilbanks Smith & Thomas Asset Management’s Axos Financial AX Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-1,100
Closed -$38K – 430
2018
Q3 		$38K Buy
+1,100
New +$42.3K ﹤0.01% 738

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Axos Financial (AX) in Q4 2018, closing a stake of 1,100 shares — an estimated $38K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AX in Q3 2018 and held it in 1 quarter. The position peaked at $38K in Q3 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,100 Axos Financial shares in Q4 2018, an estimated $38K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Axos Financial in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Axos Financial position peaked at $38K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.