William Blair & Company
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William Blair & Company’s Axos Financial AX Stock Holding History

William Blair & Company’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
2017
Q3 		– Sell
-400
Closed -$9K – 1372
2017
Q2 		$9K Buy
+400
New +$9.46K ﹤0.01% 1587

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

William Blair & Company's AX Position: Q2 2018 in Review

William Blair & Company sold out of Axos Financial (AX) in Q2 2018, closing a stake of 11,110 shares — an estimated $450K sold.

William Blair & Company first reported a position in AX in Q2 2013 and held it in 20 quarters. The position peaked at $14.6M in Q2 2015. 247 funds tracked by Wall St. Rank hold AX as of Q2 2018.

  • William Blair & Company reported no remaining Axos Financial position as of Q2 2018 after selling out during the quarter.
  • William Blair & Company sold 11,110 Axos Financial shares in Q2 2018, an estimated $450K.
  • William Blair & Company first reported a position in Axos Financial in Q2 2013 and held it in 20 quarters.
  • William Blair & Company's Axos Financial position peaked at $14.6M in Q2 2015.
  • 247 funds tracked by Wall St. Rank held Axos Financial as of Q2 2018.

Based on William Blair & Company's 13F filing for Q2 2018, filed 13 Aug 2018.