Next Financial Group’s Axsome Therapeutics AXSM Stock Holding History

Next Financial Group’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
2021 Q4	$15K	Sell	400 -300	-43%	-$11K	﹤0.01%	1996
2021 Q3	$23K	Hold	700	–	–	﹤0.01%	1738
2021 Q2	$47K	Hold	700	–	–	﹤0.01%	1404
2021 Q1	$40K	Hold	700	–	–	﹤0.01%	1365
2020 Q4	$57K	Hold	700	–	–	0.01%	1162
2020 Q3	$50K	Buy	+700	New	+$54.5K	0.01%	1109
2020 Q2	–	Sell	-300	Closed	-$18K	–	695
2020 Q1	$18K	Hold	300	–	–	﹤0.01%	1303
2019 Q4	$31K	Buy	+300	New	+$12.1K	﹤0.01%	1375

Other funds holding AXSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

ACM

Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's AXSM Position: Q4 2021 in Review

Next Financial Group reduced its Axsome Therapeutics (AXSM) stake by 43% in Q4 2021, selling an estimated $11K and leaving 400 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Next Financial Group first reported a position in AXSM in Q4 2019 and has held it in 8 quarters since. The position peaked at $57K in Q4 2020. 167 funds tracked by Wall St. Rank hold AXSM as of Q4 2021.

Next Financial Group held 400 shares of Axsome Therapeutics worth $15K as of Q4 2021.
Next Financial Group sold 300 Axsome Therapeutics shares in Q4 2021, an estimated $11K.
Axsome Therapeutics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1996 holding.
Next Financial Group first reported a position in Axsome Therapeutics in Q4 2019 and has held it in 8 quarters since.
Next Financial Group's Axsome Therapeutics position peaked at $57K in Q4 2020.
167 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.