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Advisory Research’s Axsome Therapeutics AXSM Stock Holding History

Advisory Research’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,671
Closed -$623K – 430
2023
Q2 		$623K Buy
+8,671
New +$640K 0.08% 264
2020
Q3 		– Sell
-13,740
Closed -$1.13M – 305
2020
Q2 		$1.13M Buy
13,740
+7,734
+129% +$595K 0.1% 161
2020
Q1 		$353K Buy
+6,006
New +$489K 0.02% 223

Other funds holding AXSM

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Research's AXSM Position: Q3 2023 in Review

Advisory Research sold out of Axsome Therapeutics (AXSM) in Q3 2023, closing a stake of 8,671 shares — an estimated $623K sold.

Advisory Research first reported a position in AXSM in Q1 2020 and held it in 3 quarters. The position peaked at $1.13M in Q2 2020. 226 funds tracked by Wall St. Rank hold AXSM as of Q3 2023.

  • Advisory Research reported no remaining Axsome Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 8,671 Axsome Therapeutics shares in Q3 2023, an estimated $623K.
  • Advisory Research first reported a position in Axsome Therapeutics in Q1 2020 and held it in 3 quarters.
  • Advisory Research's Axsome Therapeutics position peaked at $1.13M in Q2 2020.
  • 226 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.