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Keystone Wealth Partners’s Anavex Life Sciences AVXL Stock Holding History

Keystone Wealth Partners’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
Q3 		– Sell
-9,950
Closed -$227K – 25
2021
Q2 		$227K Sell
9,950
-700
-7% -$10.4K 0.14% 23
2021
Q1 		$159K Sell
10,650
-600
-5% -$6.55K 0.11% 26
2020
Q4 		$61K Buy
+11,250
New +$59.3K 0.05% 28

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Keystone Wealth Partners's AVXL Position: Q3 2021 in Review

Keystone Wealth Partners sold out of Anavex Life Sciences (AVXL) in Q3 2021, closing a stake of 9,950 shares — an estimated $227K sold.

Keystone Wealth Partners first reported a position in AVXL in Q4 2020 and held it in 3 quarters. The position peaked at $227K in Q2 2021. 136 funds tracked by Wall St. Rank hold AVXL as of Q3 2021.

  • Keystone Wealth Partners reported no remaining Anavex Life Sciences position as of Q3 2021 after selling out during the quarter.
  • Keystone Wealth Partners sold 9,950 Anavex Life Sciences shares in Q3 2021, an estimated $227K.
  • Keystone Wealth Partners first reported a position in Anavex Life Sciences in Q4 2020 and held it in 3 quarters.
  • Keystone Wealth Partners's Anavex Life Sciences position peaked at $227K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2021.

Based on Keystone Wealth Partners's 13F filing for Q3 2021, filed 4 Nov 2021.