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Regent Peak Wealth Advisors’s Anavex Life Sciences AVXL Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-200
Closed -$1K – 217
2020
Q4 		$1K Buy
+200
New +$1.05K ﹤0.01% 883

Other funds holding AVXL

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's AVXL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Anavex Life Sciences (AVXL) in Q1 2021, closing a stake of 200 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in AVXL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 108 funds tracked by Wall St. Rank hold AVXL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Anavex Life Sciences position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 200 Anavex Life Sciences shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Anavex Life Sciences in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Anavex Life Sciences position peaked at $1K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.