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Mark Sheptoff Financial Planning’s Axsome Therapeutics AXSM Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$41K – 327
2020
Q2 		$41K Buy
+500
New +$38.5K 0.03% 158

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Sheptoff Financial Planning's AXSM Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Axsome Therapeutics (AXSM) in Q3 2020, closing a stake of 500 shares — an estimated $41K sold.

Mark Sheptoff Financial Planning first reported a position in AXSM in Q2 2020 and held it in 1 quarter. The position peaked at $41K in Q2 2020. 174 funds tracked by Wall St. Rank hold AXSM as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining Axsome Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Axsome Therapeutics shares in Q3 2020, an estimated $41K.
  • Mark Sheptoff Financial Planning first reported a position in Axsome Therapeutics in Q2 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Axsome Therapeutics position peaked at $41K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.