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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

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Bank of America
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JAM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return