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FormulaFolio Investments’s Anavex Life Sciences AVXL Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-13,936
Closed -$75K – 486
2020
Q4 		$75K Hold
13,936
– – ﹤0.01% 652
2020
Q3 		$63K Hold
13,936
– – ﹤0.01% 312
2020
Q2 		$69K Hold
13,936
– – ﹤0.01% 286
2020
Q1 		$44K Hold
13,936
– – ﹤0.01% 281
2019
Q4 		$36K Hold
13,936
– – ﹤0.01% 360
2019
Q3 		$44K Buy
+13,936
New +$40.2K ﹤0.01% 334

Other funds holding AVXL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FormulaFolio Investments's AVXL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Anavex Life Sciences (AVXL) in Q1 2021, closing a stake of 13,936 shares — an estimated $75K sold.

FormulaFolio Investments first reported a position in AVXL in Q3 2019 and held it in 6 quarters. The position peaked at $75K in Q4 2020. 108 funds tracked by Wall St. Rank hold AVXL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Anavex Life Sciences position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 13,936 Anavex Life Sciences shares in Q1 2021, an estimated $75K.
  • FormulaFolio Investments first reported a position in Anavex Life Sciences in Q3 2019 and held it in 6 quarters.
  • FormulaFolio Investments's Anavex Life Sciences position peaked at $75K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.