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Evoke Wealth’s Anavex Life Sciences AVXL Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-3,800
Closed -$39K – 423
2022
Q3 		$39K Hold
3,800
– – ﹤0.01% 552
2022
Q2 		$38K Hold
3,800
– – ﹤0.01% 549
2022
Q1 		$47K Sell
3,800
-136
-3% -$1.67K ﹤0.01% 531
2021
Q4 		$68K Buy
3,936
+136
+4% +$2.58K ﹤0.01% 496
2021
Q3 		$68K Hold
3,800
– – ﹤0.01% 472
2021
Q2 		$87K Hold
3,800
– – ﹤0.01% 458
2021
Q1 		$57K Buy
+3,800
New +$41.5K ﹤0.01% 437

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Evoke Wealth's AVXL Position: Q4 2022 in Review

Evoke Wealth sold out of Anavex Life Sciences (AVXL) in Q4 2022, closing a stake of 3,800 shares — an estimated $39K sold.

Evoke Wealth first reported a position in AVXL in Q1 2021 and held it in 7 quarters. The position peaked at $87K in Q2 2021. 139 funds tracked by Wall St. Rank hold AVXL as of Q4 2022.

  • Evoke Wealth reported no remaining Anavex Life Sciences position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 3,800 Anavex Life Sciences shares in Q4 2022, an estimated $39K.
  • Evoke Wealth first reported a position in Anavex Life Sciences in Q1 2021 and held it in 7 quarters.
  • Evoke Wealth's Anavex Life Sciences position peaked at $87K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.