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KFS
Kelly Financial Services’s
Anavex Life Sciences
AVXL
Stock Holding History
Kelly Financial Services’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
2024
Q3
–
Sell
-4,000
Closed
-$16.9K
–
160
2024
Q2
$16.9K
Hold
4,000
–
–
0.01%
351
2024
Q1
$20.4K
Hold
4,000
–
–
0.01%
323
2023
Q4
$37.2K
Hold
4,000
–
–
0.02%
235
2023
Q3
$26.2K
Hold
4,000
–
–
0.01%
251
2023
Q2
$32.5K
Hold
4,000
–
–
0.02%
237
2023
Q1
$34.3K
Hold
4,000
–
–
0.02%
220
2022
Q4
$37K
Hold
4,000
–
–
0.02%
204
2022
Q3
$41.3K
Hold
4,000
–
–
0.02%
171
2022
Q2
$40K
Hold
4,000
–
–
0.02%
185
2022
Q1
$49.2K
Hold
4,000
–
–
0.02%
179
2021
Q4
$69.4K
Hold
4,000
–
–
0.03%
146
2021
Q3
$71.8K
Sell
4,000
-87,440
-96%
-$1.74M
0.04%
131
2021
Q2
$4M
Buy
91,440
+88,440
+2,948%
+$1.31M
0.15%
38
2021
Q1
$44.9K
Buy
3,000
+2,800
+1,400%
+$30.6K
0.03%
134
2020
Q4
$1.08K
Buy
+200
New
+$1.05K
﹤0.01%
508
Other funds holding AVXL
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$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
NL
NWAM LLC
Mercer Island, Washington
$1.74B AUM
32.48%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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