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Essential Planning’s Anavex Life Sciences AVXL Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-413,088
Closed -$3.25M – 95
2024
Q4 		$3.25M Buy
+413,088
New +$3.18M 0.02% 152

Other funds holding AVXL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Essential Planning's AVXL Position: Q1 2025 in Review

Essential Planning sold out of Anavex Life Sciences (AVXL) in Q1 2025, closing a stake of 413,088 shares — an estimated $3.25M sold.

Essential Planning first reported a position in AVXL in Q4 2024 and held it in 1 quarter. The position peaked at $3.25M in Q4 2024. 181 funds tracked by Wall St. Rank hold AVXL as of Q1 2025.

  • Essential Planning reported no remaining Anavex Life Sciences position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 413,088 Anavex Life Sciences shares in Q1 2025, an estimated $3.25M.
  • Essential Planning first reported a position in Anavex Life Sciences in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Anavex Life Sciences position peaked at $3.25M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.