BFG
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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

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RCM
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RI
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ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return