A detailed history of Pinnacle Associates LTD transactions in Axos Financial, Inc. stock. As of the latest transaction made, Pinnacle Associates LTD holds 9,100 shares of AX stock, worth $725,543. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,100
Previous 9,100 -0.0%
Holding current value
$725,543
Previous $520,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 31, 2022

SELL
$34.23 - $47.52 $17,115 - $23,760
-500 Reduced 5.21%
9,100 $311,000
Q1 2022

May 05, 2022

SELL
$46.39 - $60.53 $9,278 - $12,106
-200 Reduced 2.04%
9,600 $445,000
Q2 2020

Aug 14, 2020

BUY
$14.86 - $25.25 $145,628 - $247,450
9,800 New
9,800 $216,000
Q1 2020

May 13, 2020

SELL
$14.59 - $30.45 $142,982 - $298,410
-9,800 Closed
0 $0
Q4 2019

Feb 03, 2020

SELL
$26.49 - $30.71 $37,086 - $42,994
-1,400 Reduced 12.5%
9,800 $297,000
Q3 2019

Nov 08, 2019

SELL
$24.31 - $29.48 $12,155 - $14,740
-500 Reduced 4.27%
11,200 $310,000
Q2 2019

Aug 05, 2019

SELL
$25.75 - $33.12 $7,725 - $9,936
-300 Reduced 2.5%
11,700 $319,000
Q1 2019

May 10, 2019

SELL
$25.05 - $33.21 $27,555 - $36,531
-1,100 Reduced 8.4%
12,000 $348,000
Q4 2018

Feb 05, 2019

SELL
$24.43 - $36.09 $344,463 - $508,869
-14,100 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$33.99 - $42.78 $479,259 - $603,198
14,100 New
14,100 $485,000

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.78B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.