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Kestra Private Wealth Services’s Anavex Life Sciences AVXL Stock Holding History

Kestra Private Wealth 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
2021
Q4 		– Sell
-100,300
Closed -$1.8M – 991
2021
Q3 		$1.8M Buy
+100,300
New +$2M 0.1% 223

Other funds holding AVXL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's AVXL Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of Anavex Life Sciences (AVXL) in Q4 2021, closing a stake of 100,300 shares — an estimated $1.8M sold.

Kestra Private Wealth Services first reported a position in AVXL in Q3 2021 and held it in 1 quarter. The position peaked at $1.8M in Q3 2021. 149 funds tracked by Wall St. Rank hold AVXL as of Q4 2021.

  • Kestra Private Wealth Services reported no remaining Anavex Life Sciences position as of Q4 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 100,300 Anavex Life Sciences shares in Q4 2021, an estimated $1.8M.
  • Kestra Private Wealth Services first reported a position in Anavex Life Sciences in Q3 2021 and held it in 1 quarter.
  • Kestra Private Wealth Services's Anavex Life Sciences position peaked at $1.8M in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.