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Avior Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

Avior Wealth Management’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
2024
Q4 		– Sell
-10
Closed -$898 – 2471
2024
Q3 		$898 Hold
10
– – ﹤0.01% 2083
2024
Q2 		$805 Sell
10
-131
-93% -$9.7K ﹤0.01% 2052
2024
Q1 		$11.3K Buy
+141
New +$11.8K ﹤0.01% 1825
2022
Q1 		– Sell
-130
Closed -$4K – 1101
2021
Q4 		$4K Hold
130
– – ﹤0.01% 908
2021
Q3 		$4K Buy
+130
New +$5.07K ﹤0.01% 867

Other funds holding AXSM

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's AXSM Position: Q4 2024 in Review

Avior Wealth Management sold out of Axsome Therapeutics (AXSM) in Q4 2024, closing a stake of 10 shares — an estimated $898 sold.

Avior Wealth Management first reported a position in AXSM in Q3 2021 and held it in 5 quarters. The position peaked at $11.3K in Q1 2024. 292 funds tracked by Wall St. Rank hold AXSM as of Q4 2024.

  • Avior Wealth Management reported no remaining Axsome Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Axsome Therapeutics shares in Q4 2024, an estimated $898.
  • Avior Wealth Management first reported a position in Axsome Therapeutics in Q3 2021 and held it in 5 quarters.
  • Avior Wealth Management's Axsome Therapeutics position peaked at $11.3K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.