Sheaff Brock Investment Advisors’s Anavex Life Sciences AVXL Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$96.5K	Sell	11,250 -4,500	-29%	-$42.5K	0.01%	438
2024 Q4	$169K	Buy	+15,750	New	+$121K	0.01%	415
2024 Q3	–	Sell	-15,250	Closed	-$64.4K	–	460
2024 Q2	$64.4K	Sell	15,250 -2,500	-14%	-$10.1K	0.01%	436
2024 Q1	$90.3K	Sell	17,750 -19,500	-52%	-$110K	0.01%	487
2023 Q4	$347K	Buy	37,250 +15,500	+71%	+$107K	0.03%	326
2023 Q3	$142K	Hold	21,750	–	–	0.01%	415
2023 Q2	$177K	Hold	21,750	–	–	0.01%	432
2023 Q1	$186K	Hold	21,750	–	–	0.02%	448
2022 Q4	$201K	Hold	21,750	–	–	0.02%	416
2022 Q3	$224K	Buy	21,750 +2,000	+10%	+$21.1K	0.02%	388
2022 Q2	$198K	Sell	19,750 -3,500	-15%	-$33.2K	0.02%	427
2022 Q1	$286K	Sell	23,250 -12,870	-36%	-$158K	0.02%	387
2021 Q4	$626K	Buy	36,120 +2,860	+9%	+$54.3K	0.04%	239
2021 Q3	$597K	Buy	33,260 +2,190	+7%	+$43.6K	0.04%	233
2021 Q2	$710K	Buy	31,070 +3,500	+13%	+$51.8K	0.05%	211
2021 Q1	$412K	Buy	+27,570	New	+$301K	0.03%	285

Other funds holding AVXL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sheaff Brock Investment Advisors's AVXL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Anavex Life Sciences (AVXL) stake by 29% in Q1 2025, selling an estimated $42.5K and leaving 11,250 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #438.

Sheaff Brock Investment Advisors first reported a position in AVXL in Q1 2021 and has held it in 16 quarters since. The position peaked at $710K in Q2 2021. 181 funds tracked by Wall St. Rank hold AVXL as of Q1 2025.

Sheaff Brock Investment Advisors held 11,250 shares of Anavex Life Sciences worth $96.5K as of Q1 2025.
Sheaff Brock Investment Advisors sold 4,500 Anavex Life Sciences shares in Q1 2025, an estimated $42.5K.
Anavex Life Sciences made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #438 holding.
Sheaff Brock Investment Advisors first reported a position in Anavex Life Sciences in Q1 2021 and has held it in 16 quarters since.
Sheaff Brock Investment Advisors's Anavex Life Sciences position peaked at $710K in Q2 2021.
181 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.