Xact Kapitalforvaltning’s Axos Financial AX Stock Holding History

Xact Kapitalforvaltning’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	-8,995	Closed	-$272K	–	1317
2019 Q4	$272K	Hold	8,995	–	–	﹤0.01%	1277
2019 Q3	$249K	Hold	8,995	–	–	﹤0.01%	1298
2019 Q2	$245K	Hold	8,995	–	–	0.01%	1323
2019 Q1	$260K	Hold	8,995	–	–	0.01%	1294
2018 Q4	$226K	Hold	8,995	–	–	0.01%	1387
2018 Q3	$309K	Hold	8,995	–	–	0.01%	1347
2018 Q2	$368K	Hold	8,995	–	–	0.01%	1181
2018 Q1	$365K	Buy	+8,995	New	+$328K	0.01%	1049

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

Xact Kapitalforvaltning's AX Position: Q1 2020 in Review

Xact Kapitalforvaltning sold out of Axos Financial (AX) in Q1 2020, closing a stake of 8,995 shares — an estimated $272K sold.

Xact Kapitalforvaltning first reported a position in AX in Q1 2018 and held it in 8 quarters. The position peaked at $368K in Q2 2018. 202 funds tracked by Wall St. Rank hold AX as of Q1 2020.

Xact Kapitalforvaltning reported no remaining Axos Financial position as of Q1 2020 after selling out during the quarter.
Xact Kapitalforvaltning sold 8,995 Axos Financial shares in Q1 2020, an estimated $272K.
Xact Kapitalforvaltning first reported a position in Axos Financial in Q1 2018 and held it in 8 quarters.
Xact Kapitalforvaltning's Axos Financial position peaked at $368K in Q2 2018.
202 funds tracked by Wall St. Rank held Axos Financial as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.