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

Cresset 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	-10,440	Closed	-$97.2K	–	1905
2023 Q4	$97.2K	Sell	10,440 -10	-0.1%	-$69	﹤0.01%	1762
2023 Q3	$68.4K	Sell	10,450 -250	-2%	-$1.99K	﹤0.01%	1735
2023 Q2	$87K	Hold	10,700	–	–	﹤0.01%	1819
2023 Q1	$91.7K	Hold	10,700	–	–	﹤0.01%	779
2022 Q4	$99.1K	Buy	10,700 +250	+2%	+$2.67K	﹤0.01%	671
2022 Q3	$108K	Hold	10,450	–	–	﹤0.01%	830
2022 Q2	$105K	Hold	10,450	–	–	﹤0.01%	881
2022 Q1	$129K	Hold	10,450	–	–	﹤0.01%	934
2021 Q4	$181K	Sell	10,450 -104	-1%	-$1.98K	﹤0.01%	1059
2021 Q3	$190K	Buy	+10,554	New	+$210K	﹤0.01%	1041

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

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

Cresset Asset Management sold out of Anavex Life Sciences (AVXL) in Q1 2024, closing a stake of 10,440 shares — an estimated $97.2K sold.

Cresset Asset Management first reported a position in AVXL in Q3 2021 and held it in 10 quarters. The position peaked at $190K in Q3 2021. 147 funds tracked by Wall St. Rank hold AVXL as of Q1 2024.

Cresset Asset Management reported no remaining Anavex Life Sciences position as of Q1 2024 after selling out during the quarter.
Cresset Asset Management sold 10,440 Anavex Life Sciences shares in Q1 2024, an estimated $97.2K.
Cresset Asset Management first reported a position in Anavex Life Sciences in Q3 2021 and held it in 10 quarters.
Cresset Asset Management's Anavex Life Sciences position peaked at $190K in Q3 2021.
147 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2024.

Based on Cresset Asset Management's 13F filing for Q1 2024, filed 15 May 2024.