GSWM
ATNX

Golden State Wealth Management’s Athenex, Inc. Common Stock ATNX Stock Holding History

Golden State Wealth Management’s Portfolio ATNX Stock Details ATNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15
Closed -$2K – 980
2020
Q1 		$2K Buy
+15
New +$3.78K ﹤0.01% 887
2019
Q4 		– Sell
-15
Closed -$4K – 1038
2019
Q3 		$4K Hold
15
– – ﹤0.01% 905
2019
Q2 		$5K Hold
15
– – ﹤0.01% 886
2019
Q1 		$4K Buy
+15
New +$3.66K ﹤0.01% 961

Other funds holding ATNX

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Wealth Management's ATNX Position: Q2 2020 in Review

Golden State Wealth Management sold out of Athenex, Inc. Common Stock (ATNX) in Q2 2020, closing a stake of 15 shares — an estimated $2K sold.

Golden State Wealth Management first reported a position in ATNX in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 104 funds tracked by Wall St. Rank hold ATNX as of Q2 2020.

  • Golden State Wealth Management reported no remaining Athenex, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 15 Athenex, Inc. Common Stock shares in Q2 2020, an estimated $2K.
  • Golden State Wealth Management first reported a position in Athenex, Inc. Common Stock in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Athenex, Inc. Common Stock position peaked at $5K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.