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Barber Financial Group’s Axsome Therapeutics AXSM Stock Holding History

Barber Financial Group’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
2021
Q1 		– Sell
-2,500
Closed -$204K – 149
2020
Q4 		$204K Buy
+2,500
New +$187K 0.04% 129
2020
Q3 		– Sell
-2,500
Closed -$206K – 133
2020
Q2 		$206K Buy
+2,500
New +$192K 0.05% 113
2020
Q1 		– Sell
-2,500
Closed -$258K – 114
2019
Q4 		$258K Buy
+2,500
New +$101K 0.05% 122

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barber Financial Group's AXSM Position: Q1 2021 in Review

Barber Financial Group sold out of Axsome Therapeutics (AXSM) in Q1 2021, closing a stake of 2,500 shares — an estimated $204K sold.

Barber Financial Group first reported a position in AXSM in Q4 2019 and held it in 3 quarters. The position peaked at $258K in Q4 2019. 184 funds tracked by Wall St. Rank hold AXSM as of Q1 2021.

  • Barber Financial Group reported no remaining Axsome Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Barber Financial Group sold 2,500 Axsome Therapeutics shares in Q1 2021, an estimated $204K.
  • Barber Financial Group first reported a position in Axsome Therapeutics in Q4 2019 and held it in 3 quarters.
  • Barber Financial Group's Axsome Therapeutics position peaked at $258K in Q4 2019.
  • 184 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2021.

Based on Barber Financial Group's 13F filing for Q1 2021, filed 22 Apr 2021.