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	Hold	4,000	–	–	0.04%	131
2021 Q2	$91.4K	Buy	4,000 +1,000	+33%	+$14.8K	0.05%	108
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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kelly Financial Services's AVXL Position: Q3 2024 in Review

Kelly Financial Services sold out of Anavex Life Sciences (AVXL) in Q3 2024, closing a stake of 4,000 shares — an estimated $16.9K sold.

Kelly Financial Services first reported a position in AVXL in Q4 2020 and held it in 15 quarters. The position peaked at $91.4K in Q2 2021. 145 funds tracked by Wall St. Rank hold AVXL as of Q3 2024.

Kelly Financial Services reported no remaining Anavex Life Sciences position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 4,000 Anavex Life Sciences shares in Q3 2024, an estimated $16.9K.
Kelly Financial Services first reported a position in Anavex Life Sciences in Q4 2020 and held it in 15 quarters.
Kelly Financial Services's Anavex Life Sciences position peaked at $91.4K in Q2 2021.
145 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.