Baker Tilly Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

Baker Tilly 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
2024 Q1	–	Sell	-25,714	Closed	-$239K	–	415
2023 Q4	$239K	Buy	25,714 +523	+2%	+$3.6K	0.04%	419
2023 Q3	$165K	Sell	25,191 -33	-0.1%	-$263	0.03%	443
2023 Q2	$205K	Buy	25,224 +15,224	+152%	+$130K	0.02%	521
2023 Q1	$85.7K	Hold	10,000	–	–	0.01%	536
2022 Q4	$92.6K	Hold	10,000	–	–	0.01%	521
2022 Q3	$103K	Hold	10,000	–	–	0.01%	492
2022 Q2	$100K	Hold	10,000	–	–	0.01%	481
2022 Q1	$123K	Hold	10,000	–	–	0.01%	508
2021 Q4	$173K	Hold	10,000	–	–	0.02%	514
2021 Q3	$180K	Hold	10,000	–	–	0.02%	493
2021 Q2	$229K	Hold	10,000	–	–	0.04%	452
2021 Q1	$150K	Sell	10,000 -10,000	-50%	-$109K	0.03%	456
2020 Q4	$108K	Buy	+20,000	New	+$105K	0.03%	332

Other funds holding AVXL

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baker Tilly Wealth Management's AVXL Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Anavex Life Sciences (AVXL) in Q1 2024, closing a stake of 25,714 shares — an estimated $239K sold.

Baker Tilly Wealth Management first reported a position in AVXL in Q4 2020 and held it in 13 quarters. The position peaked at $239K in Q4 2023. 147 funds tracked by Wall St. Rank hold AVXL as of Q1 2024.

Baker Tilly Wealth Management reported no remaining Anavex Life Sciences position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 25,714 Anavex Life Sciences shares in Q1 2024, an estimated $239K.
Baker Tilly Wealth Management first reported a position in Anavex Life Sciences in Q4 2020 and held it in 13 quarters.
Baker Tilly Wealth Management's Anavex Life Sciences position peaked at $239K in Q4 2023.
147 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.