LPL Financial
ATNX

LPL Financial’s Athenex, Inc. Common Stock ATNX Stock Holding History

LPL Financial’s Portfolio ATNX Stock Details ATNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,205
Closed -$73K – 4490
2021
Q3 		$73K Hold
1,205
– – ﹤0.01% 4192
2021
Q2 		$111K Buy
1,205
+25
+2% +$2.27K ﹤0.01% 4049
2021
Q1 		$101K Buy
1,180
+198
+20% +$37.9K ﹤0.01% 3926
2020
Q4 		$217K Hold
982
– – ﹤0.01% 3458
2020
Q3 		$238K Buy
982
+250
+34% +$60K ﹤0.01% 3075
2020
Q2 		$202K Buy
+732
New +$155K ﹤0.01% 3126
2018
Q3 		– Sell
-777
Closed -$290K – 3331
2018
Q2 		$290K Sell
777
-150
-16% -$51.4K ﹤0.01% 2678
2018
Q1 		$315K Buy
+927
New +$294K ﹤0.01% 2563

Other funds holding ATNX

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's ATNX Position: Q4 2021 in Review

LPL Financial sold out of Athenex, Inc. Common Stock (ATNX) in Q4 2021, closing a stake of 1,205 shares — an estimated $73K sold.

LPL Financial first reported a position in ATNX in Q1 2018 and held it in 8 quarters. The position peaked at $315K in Q1 2018. 103 funds tracked by Wall St. Rank hold ATNX as of Q4 2021.

  • LPL Financial reported no remaining Athenex, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 1,205 Athenex, Inc. Common Stock shares in Q4 2021, an estimated $73K.
  • LPL Financial first reported a position in Athenex, Inc. Common Stock in Q1 2018 and held it in 8 quarters.
  • LPL Financial's Athenex, Inc. Common Stock position peaked at $315K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Athenex, Inc. Common Stock as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.