Advisory Research’s Anavex Life Sciences AVXL Stock Holding History

Advisory Research’s Portfolio AVXL Stock Details AVXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,340	Closed	-$158K	–	370
2022 Q3	$158K	Buy	+15,340	New	+$162K	0.02%	320

Other funds holding AVXL

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Advisory Research's AVXL Position: Q4 2022 in Review

Advisory Research sold out of Anavex Life Sciences (AVXL) in Q4 2022, closing a stake of 15,340 shares — an estimated $158K sold.

Advisory Research first reported a position in AVXL in Q3 2022 and held it in 1 quarter. The position peaked at $158K in Q3 2022. 139 funds tracked by Wall St. Rank hold AVXL as of Q4 2022.

Advisory Research reported no remaining Anavex Life Sciences position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 15,340 Anavex Life Sciences shares in Q4 2022, an estimated $158K.
Advisory Research first reported a position in Anavex Life Sciences in Q3 2022 and held it in 1 quarter.
Advisory Research's Anavex Life Sciences position peaked at $158K in Q3 2022.
139 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.