KFS
AXSM icon

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

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $4.85B AUM 144% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return