KCS Wealth Advisory’s Athenex, Inc. Common Stock ATNX Stock Holding History

KCS Wealth Advisory’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
2021 Q4	–	Sell	-529	Closed	-$32K	–	169
2021 Q3	$32K	Buy	529 +25	+5%	+$1.82K	0.02%	148
2021 Q2	$47K	Sell	504 -525	-51%	-$47.7K	0.02%	150
2021 Q1	$89K	Hold	1,029	–	–	0.05%	149
2020 Q4	$228K	Hold	1,029	–	–	0.15%	134
2020 Q3	$249K	Hold	1,029	–	–	0.2%	120
2020 Q2	$283K	Hold	1,029	–	–	0.23%	119
2020 Q1	$159K	Hold	1,029	–	–	0.16%	135
2019 Q4	$314K	Hold	1,029	–	–	0.24%	121
2019 Q3	$250K	Hold	1,029	–	–	0.17%	135
2019 Q2	$408K	Buy	1,029 +420	+69%	+$116K	0.32%	111
2019 Q1	$149K	Hold	609	–	–	0.13%	147
2018 Q4	$155K	Buy	609 +50	+9%	+$12.7K	0.16%	144
2018 Q3	$174K	Buy	559 +34	+6%	+$12K	0.16%	146
2018 Q2	$196K	Hold	525	–	–	0.18%	147
2018 Q1	$179K	Buy	+525	New	+$167K	0.16%	160

Other funds holding ATNX

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCS Wealth Advisory's ATNX Position: Q4 2021 in Review

KCS Wealth Advisory sold out of Athenex, Inc. Common Stock (ATNX) in Q4 2021, closing a stake of 529 shares — an estimated $32K sold.

KCS Wealth Advisory first reported a position in ATNX in Q1 2018 and held it in 15 quarters. The position peaked at $408K in Q2 2019. 103 funds tracked by Wall St. Rank hold ATNX as of Q4 2021.

KCS Wealth Advisory reported no remaining Athenex, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
KCS Wealth Advisory sold 529 Athenex, Inc. Common Stock shares in Q4 2021, an estimated $32K.
KCS Wealth Advisory first reported a position in Athenex, Inc. Common Stock in Q1 2018 and held it in 15 quarters.
KCS Wealth Advisory's Athenex, Inc. Common Stock position peaked at $408K in Q2 2019.
103 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q4 2021.

Based on KCS Wealth Advisory's 13F filing for Q4 2021, filed 26 Jan 2022.