Edge Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

Edge Wealth 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
2019 Q4	–	Sell	-20,000	Closed	-$63K	–	598
2019 Q3	$63K	Sell	20,000 -10,000	-33%	-$28.9K	0.01%	227
2019 Q2	$101K	Hold	30,000	–	–	0.02%	195
2019 Q1	$91K	Buy	30,000 +20,000	+200%	+$47.8K	0.02%	189
2018 Q4	$16K	Hold	10,000	–	–	﹤0.01%	350
2018 Q3	$27K	Hold	10,000	–	–	0.01%	327
2018 Q2	$26K	Sell	10,000 -40,000	-80%	-$112K	0.01%	324
2018 Q1	$138K	Hold	50,000	–	–	0.04%	145
2017 Q4	$162K	Hold	50,000	–	–	0.05%	140
2017 Q3	$209K	Sell	50,000 -10,000	-17%	-$44.4K	0.06%	125
2017 Q2	$331K	Buy	60,000 +20,000	+50%	+$116K	0.1%	101
2017 Q1	$230K	Buy	+40,000	New	+$207K	0.08%	116

Other funds holding AVXL

PWAM

Park West Asset Management San Francisco, California $1.47B AUM 86.42% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Knoll Capital Management Miami, Florida $179M AUM 63.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hikari Power Tokyo, Japan $855M AUM 14.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Edge Wealth Management's AVXL Position: Q4 2019 in Review

Edge Wealth Management sold out of Anavex Life Sciences (AVXL) in Q4 2019, closing a stake of 20,000 shares — an estimated $63K sold.

Edge Wealth Management first reported a position in AVXL in Q1 2017 and held it in 11 quarters. The position peaked at $331K in Q2 2017. 67 funds tracked by Wall St. Rank hold AVXL as of Q4 2019.

Edge Wealth Management reported no remaining Anavex Life Sciences position as of Q4 2019 after selling out during the quarter.
Edge Wealth Management sold 20,000 Anavex Life Sciences shares in Q4 2019, an estimated $63K.
Edge Wealth Management first reported a position in Anavex Life Sciences in Q1 2017 and held it in 11 quarters.
Edge Wealth Management's Anavex Life Sciences position peaked at $331K in Q2 2017.
67 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.