Sheets Smith Wealth Management
AVXL icon

Sheets Smith Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

Sheets Smith Wealth Management’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
Q3 		$82.2K Sell
40,712
-30,547
-43% -$84.5K 0.01% 383
2026
Q2 		$185K Sell
71,259
-46,546
-40% -$138K 0.02% 403
2026
Q1 		$362K Buy
117,805
+109
+0.1% +$472 0.04% 324
2025
Q4 		$419K Buy
+117,696
New +$721K 0.05% 301

Other funds holding AVXL

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Sheets Smith Wealth Management's AVXL Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Anavex Life Sciences (AVXL) stake by 43% in Q3 2026, selling an estimated $84.5K and leaving 40,712 shares worth $82.2K. The position accounts for 0.01% of the portfolio, ranked #383.

Sheets Smith Wealth Management first reported a position in AVXL in Q4 2025 and has held it in 4 quarters since. The position peaked at $419K in Q4 2025. 14 funds tracked by Wall St. Rank hold AVXL as of Q3 2026.

  • Sheets Smith Wealth Management held 40,712 shares of Anavex Life Sciences worth $82.2K as of Q3 2026.
  • Sheets Smith Wealth Management sold 30,547 Anavex Life Sciences shares in Q3 2026, an estimated $84.5K.
  • Anavex Life Sciences made up 0.01% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #383 holding.
  • Sheets Smith Wealth Management first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 4 quarters since.
  • Sheets Smith Wealth Management's Anavex Life Sciences position peaked at $419K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.