Liberty One Investment Management’s Anavex Life Sciences AVXL Stock Holding History

Liberty One Investment Management’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 Q1	–	Sell	-15,462	Closed	-$144K	–	186
2023 Q4	$144K	Buy	15,462 +665	+4%	+$4.58K	0.02%	130
2023 Q3	$96.9K	Sell	14,797 -1,029	-7%	-$8.19K	0.01%	124
2023 Q2	$129K	Buy	15,826 +2,901	+22%	+$24.9K	0.02%	132
2023 Q1	$111K	Sell	12,925 -448	-3%	-$4.47K	0.02%	131
2022 Q4	$124K	Sell	13,373 -41	-0.3%	-$438	0.02%	128
2022 Q3	$138K	Buy	+13,414	New	+$142K	0.02%	126
2022 Q2	–	Sell	-13,119	Closed	-$161K	–	135
2022 Q1	$161K	Buy	13,119 +2,479	+23%	+$30.5K	0.02%	133
2021 Q4	$184K	Buy	+10,640	New	+$202K	0.03%	130

Other funds holding AVXL

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

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

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

Liberty One Investment Management's AVXL Position: Q1 2024 in Review

Liberty One Investment Management sold out of Anavex Life Sciences (AVXL) in Q1 2024, closing a stake of 15,462 shares — an estimated $144K sold.

Liberty One Investment Management first reported a position in AVXL in Q4 2021 and held it in 8 quarters. The position peaked at $184K in Q4 2021. 147 funds tracked by Wall St. Rank hold AVXL as of Q1 2024.

Liberty One Investment Management reported no remaining Anavex Life Sciences position as of Q1 2024 after selling out during the quarter.
Liberty One Investment Management sold 15,462 Anavex Life Sciences shares in Q1 2024, an estimated $144K.
Liberty One Investment Management first reported a position in Anavex Life Sciences in Q4 2021 and held it in 8 quarters.
Liberty One Investment Management's Anavex Life Sciences position peaked at $184K in Q4 2021.
147 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.