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Pinnacle Wealth Planning Services’s Anavex Life Sciences AVXL Stock Holding History

Pinnacle Wealth Planning Services’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
-43
Closed -$153 – 2745
2025
Q4 		$153 Buy
+43
New +$263 ﹤0.01% 2722

Other funds holding AVXL

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Pinnacle Wealth Planning Services's AVXL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Anavex Life Sciences (AVXL) in Q1 2026, closing a stake of 43 shares — an estimated $153 sold.

Pinnacle Wealth Planning Services first reported a position in AVXL in Q4 2025 and held it in 1 quarter. The position peaked at $153 in Q4 2025. 190 funds tracked by Wall St. Rank hold AVXL as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Anavex Life Sciences position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 43 Anavex Life Sciences shares in Q1 2026, an estimated $153.
  • Pinnacle Wealth Planning Services first reported a position in Anavex Life Sciences in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Anavex Life Sciences position peaked at $153 in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.