NWAM LLC’s Anavex Life Sciences AVXL Stock Holding History

NWAM LLC’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
2026 Q1	–	Sell	-870,796	Closed	-$4.37M	–	628
2025 Q4	$4.37M	Sell	870,796 -3,487	-0.4%	-$21.4K	0.24%	100
2025 Q3	$8.18M	Sell	874,283 -150,196	-15%	-$1.52M	0.44%	46
2025 Q2	$11.6M	Buy	1,024,479 +24,128	+2%	+$206K	0.67%	26
2025 Q1	$8.58M	Buy	1,000,351 +87,300	+10%	+$824K	0.74%	19
2024 Q4	$9.81M	Buy	913,051 +2,575	+0.3%	+$19.8K	0.61%	36
2024 Q3	$5.17M	Buy	+910,476	New	+$5.25M	0.32%	75
2024 Q2	–	Sell	-836,730	Closed	-$3.21M	–	180
2024 Q1	$3.21M	Buy	836,730 +38,437	+5%	+$216K	0.26%	86
2023 Q4	$7.43M	Buy	798,293 +77,303	+11%	+$532K	0.6%	30
2023 Q3	$4.72M	Buy	720,990 +86,390	+14%	+$688K	0.48%	43
2023 Q2	$5.16M	Buy	634,600 +86,363	+16%	+$740K	0.42%	51
2023 Q1	$4.7M	Buy	+548,237	New	+$5.47M	0.48%	47

Other funds holding AVXL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM