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Reilly Financial Advisors’s Axsome Therapeutics AXSM Stock Holding History

Reilly Financial Advisors’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
2018
Q3 		– Sell
-1,000
Closed -$3K – 1003
2018
Q2 		$3K Sell
1,000
-3,000
-75% -$9.3K ﹤0.01% 874
2018
Q1 		$10K Buy
+4,000
New +$12K ﹤0.01% 644

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
OPPM
Opus Point Partners Management New York $55.3M AUM 7.48% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Reilly Financial Advisors's AXSM Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Axsome Therapeutics (AXSM) in Q3 2018, closing a stake of 1,000 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in AXSM in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 35 funds tracked by Wall St. Rank hold AXSM as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Axsome Therapeutics position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Axsome Therapeutics shares in Q3 2018, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Axsome Therapeutics in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Axsome Therapeutics position peaked at $10K in Q1 2018.
  • 35 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.