LOIM
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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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return