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TCI Wealth Advisors’s Axsome Therapeutics AXSM Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-108
Closed -$6.66K – 397
2023
Q1 		$6.66K Buy
108
+39
+57% +$2.56K ﹤0.01% 1334
2022
Q4 		$5.32K Buy
+69
New +$4.12K ﹤0.01% 1483
2022
Q2 		– Sell
-123
Closed -$5K – 2274
2022
Q1 		$5K Hold
123
– – ﹤0.01% 1498
2021
Q4 		$5K Buy
123
+41
+50% +$1.51K ﹤0.01% 1623
2021
Q3 		$3K Buy
82
+25
+44% +$974 ﹤0.01% 1902
2021
Q2 		$4K Buy
57
+22
+63% +$1.32K ﹤0.01% 1530
2021
Q1 		$2K Buy
+35
New +$2.46K ﹤0.01% 1669

Other funds holding AXSM

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TCI Wealth Advisors's AXSM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Axsome Therapeutics (AXSM) in Q2 2023, closing a stake of 108 shares — an estimated $6.66K sold.

TCI Wealth Advisors first reported a position in AXSM in Q1 2021 and held it in 7 quarters. The position peaked at $6.66K in Q1 2023. 230 funds tracked by Wall St. Rank hold AXSM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Axsome Therapeutics position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 108 Axsome Therapeutics shares in Q2 2023, an estimated $6.66K.
  • TCI Wealth Advisors first reported a position in Axsome Therapeutics in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Axsome Therapeutics position peaked at $6.66K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.