YorkBridge Wealth Partners’s Axos Financial AX Stock Holding History

YorkBridge Wealth Partners’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	-500	Closed	-$17K	–	737
2018 Q3	$17K	Hold	500	–	–	0.01%	549
2018 Q2	$20K	Hold	500	–	–	0.01%	532
2018 Q1	$21K	Hold	500	–	–	0.01%	506
2017 Q4	$17K	Hold	500	–	–	0.01%	558
2017 Q3	$14K	Hold	500	–	–	0.01%	597
2017 Q2	$12K	Hold	500	–	–	0.01%	604
2017 Q1	$12K	Hold	500	–	–	0.01%	593
2016 Q4	$12K	Buy	+500	New	+$11.9K	0.01%	552

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

YorkBridge Wealth Partners's AX Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of Axos Financial (AX) in Q4 2018, closing a stake of 500 shares — an estimated $17K sold.

YorkBridge Wealth Partners first reported a position in AX in Q4 2016 and held it in 8 quarters. The position peaked at $21K in Q1 2018. 245 funds tracked by Wall St. Rank hold AX as of Q4 2018.

YorkBridge Wealth Partners reported no remaining Axos Financial position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 500 Axos Financial shares in Q4 2018, an estimated $17K.
YorkBridge Wealth Partners first reported a position in Axos Financial in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's Axos Financial position peaked at $21K in Q1 2018.
245 funds tracked by Wall St. Rank held Axos Financial as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.