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Root Financial Partners’s Anavex Life Sciences AVXL Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-233
Closed -$715 – 657
2026
Q1 		$715 Buy
233
+123
+112% +$533 ﹤0.01% 2738
2025
Q4 		$392 Sell
110
-577
-84% -$3.54K ﹤0.01% 2238
2025
Q3 		$6.11K Buy
+687
New +$6.97K ﹤0.01% 1645

Other funds holding AVXL

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Root Financial Partners's AVXL Position: Q2 2026 in Review

Root Financial Partners sold out of Anavex Life Sciences (AVXL) in Q2 2026, closing a stake of 233 shares — an estimated $715 sold.

Root Financial Partners first reported a position in AVXL in Q3 2025 and held it in 3 quarters. The position peaked at $6.11K in Q3 2025. 37 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Root Financial Partners reported no remaining Anavex Life Sciences position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 233 Anavex Life Sciences shares in Q2 2026, an estimated $715.
  • Root Financial Partners first reported a position in Anavex Life Sciences in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Anavex Life Sciences position peaked at $6.11K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.