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Belpointe Asset Management’s Anavex Life Sciences AVXL Stock Holding History

Belpointe Asset 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
-10,000
Closed -$93.1K – 787
2023
Q4 		$93.1K Buy
+10,000
New +$68.8K 0.01% 691

Other funds holding AVXL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Belpointe Asset Management's AVXL Position: Q1 2024 in Review

Belpointe Asset Management sold out of Anavex Life Sciences (AVXL) in Q1 2024, closing a stake of 10,000 shares — an estimated $93.1K sold.

Belpointe Asset Management first reported a position in AVXL in Q4 2023 and held it in 1 quarter. The position peaked at $93.1K in Q4 2023. 147 funds tracked by Wall St. Rank hold AVXL as of Q1 2024.

  • Belpointe Asset Management reported no remaining Anavex Life Sciences position as of Q1 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 10,000 Anavex Life Sciences shares in Q1 2024, an estimated $93.1K.
  • Belpointe Asset Management first reported a position in Anavex Life Sciences in Q4 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Anavex Life Sciences position peaked at $93.1K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2024.

Based on Belpointe Asset Management's 13F filing for Q1 2024, filed 8 May 2024.