Kaizen Financial Strategies’s Axsome Therapeutics AXSM Stock Holding History

Kaizen Financial Strategies’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,200	Closed	-$224K	–	119
2023 Q3	$224K	Hold	3,200	–	–	0.19%	94
2023 Q2	$237K	Buy	+3,200	New	+$236K	0.2%	95
2023 Q1	–	Sell	-3,450	Closed	-$232K	–	104
2022 Q4	$232K	Buy	+3,450	New	+$206K	0.23%	100
2022 Q3	–	Sell	-7,500	Closed	-$287K	–	121
2022 Q2	$287K	Hold	7,500	–	–	0.28%	82
2022 Q1	$310K	Hold	7,500	–	–	0.24%	100
2021 Q4	$283K	Hold	7,500	–	–	0.21%	110
2021 Q3	$247K	Buy	+7,500	New	+$292K	0.2%	122

Other funds holding AXSM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kaizen Financial Strategies's AXSM Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of Axsome Therapeutics (AXSM) in Q4 2023, closing a stake of 3,200 shares — an estimated $224K sold.

Kaizen Financial Strategies first reported a position in AXSM in Q3 2021 and held it in 7 quarters. The position peaked at $310K in Q1 2022. 244 funds tracked by Wall St. Rank hold AXSM as of Q4 2023.

Kaizen Financial Strategies reported no remaining Axsome Therapeutics position as of Q4 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 3,200 Axsome Therapeutics shares in Q4 2023, an estimated $224K.
Kaizen Financial Strategies first reported a position in Axsome Therapeutics in Q3 2021 and held it in 7 quarters.
Kaizen Financial Strategies's Axsome Therapeutics position peaked at $310K in Q1 2022.
244 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.