AWM
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AllSquare Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

AllSquare Wealth Management’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
2021
Q2 		– Sell
-300
Closed -$4K – 496
2021
Q1 		$4K Buy
+300
New +$3.28K ﹤0.01% 426
2020
Q1 		– Sell
-700
Closed -$2K – 452
2019
Q4 		$2K Buy
+700
New +$1.84K ﹤0.01% 413
2019
Q3 		– Sell
-300
Closed -$1K – 448
2019
Q2 		$1K Buy
+300
New +$932 ﹤0.01% 438

Other funds holding AVXL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AllSquare Wealth Management's AVXL Position: Q3 2025 in Review

AllSquare Wealth Management held its Anavex Life Sciences (AVXL) position steady in Q3 2025 at 52,383 shares worth $466K. The position accounts for 0.25% of the portfolio, ranked #62.

AllSquare Wealth Management first reported a position in AVXL in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.42M in Q2 2021. 186 funds tracked by Wall St. Rank hold AVXL as of Q3 2025.

  • AllSquare Wealth Management held 52,383 shares of Anavex Life Sciences worth $466K as of Q3 2025.
  • AllSquare Wealth Management left its Anavex Life Sciences share count unchanged in Q3 2025.
  • Anavex Life Sciences made up 0.25% of AllSquare Wealth Management's portfolio in Q3 2025, its #62 holding.
  • AllSquare Wealth Management first reported a position in Anavex Life Sciences in Q4 2016 and has held it in 36 quarters since.
  • AllSquare Wealth Management's Anavex Life Sciences position peaked at $1.42M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.